Carroll Financial Associates’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,829
| Closed | -$20K | – | 1408 |
|
|
2018
Q3 | $20K | Hold |
1,829
| – | – | ﹤0.01% | 710 |
|
|
2018
Q2 | $21K | Hold |
1,829
| – | – | ﹤0.01% | 667 |
|
|
2018
Q1 | $21K | Hold |
1,829
| – | – | ﹤0.01% | 663 |
|
|
2017
Q4 | $22K | Hold |
1,829
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $23K | Hold |
1,829
| – | – | ﹤0.01% | 630 |
|
|
2017
Q2 | $23K | Hold |
1,829
| – | – | ﹤0.01% | 648 |
|
|
2017
Q1 | $23K | Hold |
1,829
| – | – | ﹤0.01% | 632 |
|
|
2016
Q4 | $23K | Hold |
1,829
| – | – | ﹤0.01% | 608 |
|
|
2016
Q3 | $26K | Hold |
1,829
| – | – | ﹤0.01% | 591 |
|
|
2016
Q2 | $27K | Hold |
1,829
| – | – | ﹤0.01% | 556 |
|
|
2016
Q1 | $25K | Hold |
1,829
| – | – | ﹤0.01% | 571 |
|
|
2015
Q4 | $24K | Hold |
1,829
| – | – | 0.01% | 544 |
|
|
2015
Q3 | $23K | Hold |
1,829
| – | – | 0.01% | 545 |
|
|
2015
Q2 | $22K | Hold |
1,829
| – | – | ﹤0.01% | 544 |
|
|
2015
Q1 | $24K | Hold |
1,829
| – | – | 0.01% | 393 |
|
|
2014
Q4 | $24K | Hold |
1,829
| – | – | 0.02% | 365 |
|
|
2014
Q3 | $23K | Hold |
1,829
| – | – | 0.01% | 430 |
|
|
2014
Q2 | $23K | Hold |
1,829
| – | – | 0.01% | 453 |
|
|
2014
Q1 | $22K | Hold |
1,829
| – | – | 0.01% | 409 |
|
|
2013
Q4 | $21K | Hold |
1,829
| – | – | 0.01% | 408 |
|
|
2013
Q3 | $21K | Hold |
1,829
| – | – | 0.01% | 419 |
|
|
2013
Q2 | $23K | Buy |
+1,829
| New | +$23K | 0.01% | 315 |
|