CT
VTA

Caldwell Trust’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Caldwell Trust’s Portfolio VTA Stock Details VTA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$6.99K Hold
2021
Q2 		$7.08K Hold
2021
Q1 		$6.79K Hold
2020
Q4 		$6.41K Hold
2020
Q3 		$5.5K Hold
2020
Q2 		$5.31K Hold
2020
Q1 		$4.76K Hold
2019
Q4 		$6.78K Buy