Carson Wealth (CWM LLC)’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-333
| Closed | -$3K | – | 5182 |
|
|
2024
Q2 | $3K | Hold |
333
| – | – | ﹤0.01% | 4132 |
|
|
2024
Q1 | $3K | Hold |
333
| – | – | ﹤0.01% | 3899 |
|
|
2023
Q4 | $3K | Hold |
333
| – | – | ﹤0.01% | 3746 |
|
|
2023
Q3 | $2K | Hold |
333
| – | – | ﹤0.01% | 3871 |
|
|
2023
Q2 | $3K | Hold |
333
| – | – | ﹤0.01% | 3706 |
|
|
2023
Q1 | $3K | Hold |
333
| – | – | ﹤0.01% | 3574 |
|
|
2022
Q4 | $3K | Hold |
333
| – | – | ﹤0.01% | 3463 |
|
|
2022
Q3 | $3K | Hold |
333
| – | – | ﹤0.01% | 3370 |
|
|
2022
Q2 | $3K | Hold |
333
| – | – | ﹤0.01% | 3247 |
|
|
2022
Q1 | $3K | Buy |
+333
| New | +$3K | ﹤0.01% | 3082 |
|
|
2019
Q1 | – | Sell |
-6,695
| Closed | -$66K | – | 3262 |
|
|
2018
Q4 | $66K | Buy |
+6,695
| New | +$66K | ﹤0.01% | 813 |
|