Carson Wealth (CWM LLC)’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-884
Closed -$11K 1321
2017
Q1
$11K Hold
884
﹤0.01% 730
2016
Q4
$11K Hold
884
﹤0.01% 712
2016
Q3
$12K Hold
884
﹤0.01% 663
2016
Q2
$13K Buy
+884
New +$13K ﹤0.01% 525