B. Riley Wealth Advisors’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,097
| Closed | -$15 | – | 1958 |
|
|
2014
Q4 | $15 | Buy |
+1,097
| New | +$15 | ﹤0.01% | 2676 |
|
|
2014
Q3 | – | Sell |
-1,097
| Closed | -$15.5K | – | 1872 |
|
|
2014
Q2 | $15.5K | Buy |
+1,097
| New | +$15.5K | ﹤0.01% | 1584 |
|
|
2013
Q3 | – | Sell |
-4,022
| Closed | -$59K | – | 751 |
|
|
2013
Q2 | $59K | Buy |
+4,022
| New | +$59K | 0.02% | 648 |
|