Bartlett & Co Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-664
| Closed | -$6.59K | – | 1185 |
|
2023
Q1 | $6.59K | Hold |
664
| – | – | ﹤0.01% | 860 |
|
2022
Q4 | $6.57K | Hold |
664
| – | – | ﹤0.01% | 880 |
|
2022
Q3 | $6.07K | Hold |
664
| – | – | ﹤0.01% | 894 |
|
2022
Q2 | $6.74K | Hold |
664
| – | – | ﹤0.01% | 956 |
|
2022
Q1 | $7.64K | Buy |
+664
| New | +$7.64K | ﹤0.01% | 868 |
|
2021
Q4 | – | Sell |
-664
| Closed | -$8.9K | – | 870 |
|
2021
Q3 | $8.9K | Hold |
664
| – | – | ﹤0.01% | 715 |
|
2021
Q2 | $9.11K | Hold |
664
| – | – | ﹤0.01% | 704 |
|
2021
Q1 | $8.76K | Hold |
664
| – | – | ﹤0.01% | 748 |
|
2020
Q4 | $8.51K | Hold |
664
| – | – | ﹤0.01% | 749 |
|
2020
Q3 | $7.97K | Hold |
664
| – | – | ﹤0.01% | 695 |
|
2020
Q2 | $7.81K | Hold |
664
| – | – | ﹤0.01% | 700 |
|
2020
Q1 | $7.77K | Sell |
664
-1,978
| -75% | -$23.1K | ﹤0.01% | 688 |
|
2019
Q4 | $32.7K | Hold |
2,642
| – | – | ﹤0.01% | 593 |
|
2019
Q3 | $33.3K | Hold |
2,642
| – | – | ﹤0.01% | 589 |
|
2019
Q2 | $32.5K | Hold |
2,642
| – | – | ﹤0.01% | 487 |
|
2019
Q1 | $31.8K | Hold |
2,642
| – | – | ﹤0.01% | 477 |
|
2018
Q4 | $29.4K | Hold |
2,642
| – | – | ﹤0.01% | 480 |
|
2018
Q3 | $30.5K | Hold |
2,642
| – | – | ﹤0.01% | 496 |
|
2018
Q2 | $31.2K | Hold |
2,642
| – | – | ﹤0.01% | 480 |
|
2018
Q1 | $30.9K | Buy |
+2,642
| New | +$30.9K | ﹤0.01% | 478 |
|