BAM
Belpointe Asset Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-471
| Closed | -$4.79K | – | 3272 |
|
|
2023
Q1 | $4.79K | Hold |
471
| – | – | ﹤0.01% | 3035 |
|
|
2022
Q4 | $4.47K | Buy |
+471
| New | +$4.47K | ﹤0.01% | 2979 |
|
|
2018
Q1 | – | Sell |
-16,980
| Closed | -$214K | – | 481 |
|
|
2017
Q4 | $214K | Buy |
16,980
+6,550
| +63% | +$82.6K | 0.05% | 411 |
|
|
2017
Q3 | $137K | Buy |
+10,430
| New | +$137K | 0.03% | 413 |
|