Caldwell Trust’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Caldwell Trust’s Portfolio VGM Stock Details VGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,651
2024 Q2	$47.8K	Hold	4,651
2024 Q1	$45.9K	Hold	4,651
2023 Q4	$46K	Buy	+4,651