Bartlett & Co Wealth Management’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $5.5K | Hold |
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|
2022
Q2 | $5.5K | Hold |
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|
2022
Q1 | $5.5K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $5.5K | Sell |
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|
2021
Q2 | $136K | Hold |
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|
2021
Q1 | $135K | Hold |
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|
2020
Q4 | $136K | Hold |
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|
2020
Q3 | $136K | Sell |
|
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|
2020
Q2 | $156K | Hold |
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|
2020
Q1 | $156K | Hold |
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|
2019
Q4 | $156K | Hold |
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|
2019
Q3 | $156K | Hold |
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|
2019
Q2 | $156K | Hold |
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|
2019
Q1 | $156K | Hold |
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|
2018
Q4 | $156K | Sell |
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|
2018
Q3 | $195K | Hold |
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|
2018
Q2 | $195K | Hold |
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|
2018
Q1 | $195K | Buy |
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