Blue Bell Private Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.5K | Sell |
8,989
-3,400
| -27% | -$31.2K | 0.01% | 332 |
|
|
2025
Q1 | $118K | Hold |
12,389
| – | – | 0.02% | 275 |
|
|
2024
Q4 | $120K | Sell |
12,389
-2,212
| -15% | -$21.5K | 0.02% | 257 |
|
|
2024
Q3 | $150K | Hold |
14,601
| – | – | 0.03% | 242 |
|
|
2024
Q2 | $147K | Buy |
14,601
+1,042
| +8% | +$10.5K | 0.03% | 224 |
|
|
2024
Q1 | $132K | Buy |
+13,559
| New | +$132K | 0.03% | 233 |
|