Beacon Pointe Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
14,101
-12,007
| -46% | -$140K | ﹤0.01% | 1179 |
|
|
2025
Q1 | $313K | Buy |
26,108
+491
| +2% | +$5.88K | ﹤0.01% | 999 |
|
|
2024
Q4 | $305K | Sell |
25,617
-2,758
| -10% | -$32.8K | ﹤0.01% | 986 |
|
|
2024
Q3 | $365K | Buy |
28,375
+10,607
| +60% | +$137K | ﹤0.01% | 948 |
|
|
2024
Q2 | $219K | Sell |
17,768
-2,239
| -11% | -$27.6K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $240K | Buy |
20,007
+213
| +1% | +$2.56K | ﹤0.01% | 1171 |
|
|
2023
Q4 | $232K | Sell |
19,794
-3,893
| -16% | -$45.7K | ﹤0.01% | 1145 |
|
|
2023
Q3 | $246K | Buy |
23,687
+2,242
| +10% | +$23.3K | ﹤0.01% | 1143 |
|
|
2023
Q2 | $253K | Buy |
21,445
+6,222
| +41% | +$73.5K | ﹤0.01% | 924 |
|
|
2023
Q1 | $186K | Buy |
+15,223
| New | +$186K | ﹤0.01% | 1079 |
|