Carson Wealth (CWM LLC)’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-830
| Closed | -$5K | – | 4832 |
|
|
2024
Q1 | $5K | Hold |
830
| – | – | ﹤0.01% | 3676 |
|
|
2023
Q4 | $5K | Hold |
830
| – | – | ﹤0.01% | 3529 |
|
|
2023
Q3 | $5K | Hold |
830
| – | – | ﹤0.01% | 3475 |
|
|
2023
Q2 | $5K | Hold |
830
| – | – | ﹤0.01% | 3451 |
|
|
2023
Q1 | $6K | Hold |
830
| – | – | ﹤0.01% | 3224 |
|
|
2022
Q4 | $5K | Hold |
830
| – | – | ﹤0.01% | 3201 |
|
|
2022
Q3 | $5K | Hold |
830
| – | – | ﹤0.01% | 3083 |
|
|
2022
Q2 | $5K | Hold |
830
| – | – | ﹤0.01% | 2992 |
|
|
2022
Q1 | $6K | Hold |
830
| – | – | ﹤0.01% | 2763 |
|
|
2021
Q4 | $7K | Buy |
+830
| New | +$7K | ﹤0.01% | 2554 |
|