Beverly Hills Private Wealth’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,713
| Closed | -$143K | – | 366 |
|
|
2024
Q1 | $143K | Buy |
+14,713
| New | +$143K | 0.03% | 349 |
|
|
2023
Q4 | – | Sell |
-14,561
| Closed | -$121K | – | 349 |
|
|
2023
Q3 | $121K | Buy |
14,561
+53
| +0.4% | +$442 | 0.04% | 285 |
|
|
2023
Q2 | $135K | Buy |
14,508
+91
| +0.6% | +$847 | 0.02% | 312 |
|
|
2023
Q1 | $143K | Buy |
+14,417
| New | +$143K | 0.04% | 271 |
|