Caldwell Trust’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-340
|
|
||||
|
2023
Q3 | $2.8K | Hold |
340
|
|
||||
|
2023
Q2 | $3.22K | Hold |
340
|
|
||||
|
2023
Q1 | $3.33K | Hold |
340
|
|
||||
|
2022
Q4 | $3.37K | Hold |
340
|
|
||||
|
2022
Q3 | $3.1K | Hold |
340
|
|
||||
|
2022
Q2 | $3.51K | Hold |
340
|
|
||||
|
2022
Q1 | $3.89K | Hold |
340
|
|
||||
|
2021
Q4 | $4.7K | Hold |
340
|
|
||||
|
2021
Q3 | $4.66K | Hold |
340
|
|
||||
|
2021
Q2 | $4.62K | Hold |
340
|
|
||||
|
2021
Q1 | $4.48K | Hold |
340
|
|
||||
|
2020
Q4 | $4.36K | Hold |
340
|
|
||||
|
2020
Q3 | $4.16K | Hold |
340
|
|
||||
|
2020
Q2 | $4.03K | Hold |
340
|
|
||||
|
2020
Q1 | $3.89K | Hold |
340
|
|
||||
|
2019
Q4 | $4.2K | Buy |
+340
|
|