Bernardo Wealth Planning’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-13,500
Closed -$178K 151
2020
Q4
$178K Hold
13,500
0.07% 168
2020
Q3
$167K Buy
+13,500
New +$167K 0.08% 151