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BerganKDV Wealth Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

BerganKDV Wealth Management’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-200
Closed -$3K – 957
2020
Q2 		$3K Buy
+200
New +$2.82K ﹤0.01% 701

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BerganKDV Wealth Management's IIM Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Invesco Value Municipal Income Trust (IIM) in Q3 2020, closing a stake of 200 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in IIM in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 95 funds tracked by Wall St. Rank hold IIM as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Invesco Value Municipal Income Trust position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 200 Invesco Value Municipal Income Trust shares in Q3 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Invesco Value Municipal Income Trust in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco Value Municipal Income Trust position peaked at $3K in Q2 2020.
  • 95 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.