Capital Investment Advisory Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $638K | Buy |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $609K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $176K | Hold |
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|
2022
Q3 | $164K | Hold |
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|
2022
Q2 | $184K | Hold |
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|
2022
Q1 | $203K | Hold |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $231K | Buy |
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