Blue Bell Private Wealth Management’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,097	Closed	-$70.3K	–	707
2024 Q3	$70.3K	Sell	6,097 -7,666	-56%	-$88.4K	0.01%	318
2024 Q2	$155K	Sell	13,763 -378	-3%	-$4.25K	0.03%	221
2024 Q1	$152K	Buy	14,141 +8,928	+171%	+$96K	0.03%	213
2023 Q4	$54.3K	Buy	+5,213	New	+$54.3K	0.01%	310