Carson Wealth (CWM LLC)’s Invesco Municipal Trust VKQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-136
| Closed | -$1K | – | 5319 |
|
|
2025
Q1 | $1K | Sell |
136
-6,969
| -98% | -$51.2K | ﹤0.01% | 5002 |
|
|
2024
Q4 | $70K | Sell |
7,105
-132
| -2% | -$1.3K | ﹤0.01% | 2538 |
|
|
2024
Q3 | $74K | Buy |
7,237
+132
| +2% | +$1.35K | ﹤0.01% | 2389 |
|
|
2024
Q2 | $71K | Hold |
7,105
| – | – | ﹤0.01% | 2221 |
|
|
2024
Q1 | $69K | Buy |
+7,105
| New | +$69K | ﹤0.01% | 2100 |
|
|
2022
Q3 | – | Sell |
-397
| Closed | -$4K | – | 4185 |
|
|
2022
Q2 | $4K | Buy |
+397
| New | +$4K | ﹤0.01% | 3134 |
|