Caldwell Trust’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-597
|
|
||||
|
2021
Q3 | $6.99K | Hold |
597
|
|
||||
|
2021
Q2 | $7.08K | Hold |
597
|
|
||||
|
2021
Q1 | $6.79K | Hold |
597
|
|
||||
|
2020
Q4 | $6.41K | Hold |
597
|
|
||||
|
2020
Q3 | $5.5K | Hold |
597
|
|
||||
|
2020
Q2 | $5.31K | Hold |
597
|
|
||||
|
2020
Q1 | $4.76K | Hold |
597
|
|
||||
|
2019
Q4 | $6.78K | Buy |
+597
|
|