Carson Wealth (CWM LLC)’s Invesco Municipal Opportunity Trust VMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
1,842
+6
| +0.3% | +$55 | ﹤0.01% | 4020 |
|
|
2025
Q1 | $17K | Buy |
1,836
+6
| +0.3% | +$56 | ﹤0.01% | 3809 |
|
|
2024
Q4 | $18K | Buy |
+1,830
| New | +$18K | ﹤0.01% | 3527 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | – | – | 5184 |
|
|
2024
Q2 | $0 | Sell |
1
-89
| -99% | – | ﹤0.01% | 4975 |
|
|
2024
Q1 | $1K | Buy |
90
+2
| +2% | +$22 | ﹤0.01% | 4229 |
|
|
2023
Q4 | $1K | Hold |
88
| – | – | ﹤0.01% | 4055 |
|
|
2023
Q3 | $1K | Sell |
88
-620
| -88% | -$7.05K | ﹤0.01% | 4092 |
|
|
2023
Q2 | $7K | Buy |
708
+7
| +1% | +$69 | ﹤0.01% | 3305 |
|
|
2023
Q1 | $7K | Buy |
701
+7
| +1% | +$70 | ﹤0.01% | 3167 |
|
|
2022
Q4 | $7K | Buy |
694
+326
| +89% | +$3.29K | ﹤0.01% | 3034 |
|
|
2022
Q3 | $3K | Buy |
368
+105
| +40% | +$856 | ﹤0.01% | 3371 |
|
|
2022
Q2 | $3K | Hold |
263
| – | – | ﹤0.01% | 3248 |
|
|
2022
Q1 | $3K | Hold |
263
| – | – | ﹤0.01% | 3083 |
|
|
2021
Q4 | $4K | Buy |
+263
| New | +$4K | ﹤0.01% | 2885 |
|
|
2021
Q2 | $4K | Hold |
263
| – | – | ﹤0.01% | 2457 |
|
|
2021
Q1 | $4K | Hold |
263
| – | – | ﹤0.01% | 2457 |
|
|
2020
Q4 | $4K | Hold |
263
| – | – | ﹤0.01% | 2457 |
|
|
2020
Q3 | $4K | Hold |
263
| – | – | ﹤0.01% | 2457 |
|
|
2020
Q2 | $4K | Hold |
263
| – | – | ﹤0.01% | 2457 |
|
|
2020
Q1 | $4K | Hold |
263
| – | – | ﹤0.01% | 2457 |
|
|
2019
Q4 | $4K | Hold |
263
| – | – | ﹤0.01% | 2457 |
|
|
2019
Q3 | $4K | Hold |
263
| – | – | ﹤0.01% | 2457 |
|
|
2019
Q2 | $4K | Hold |
263
| – | – | ﹤0.01% | 2457 |
|
|
2019
Q1 | $4K | Sell |
263
-17,838
| -99% | -$271K | ﹤0.01% | 2457 |
|
|
2018
Q4 | $202K | Buy |
+18,101
| New | +$202K | 0.01% | 600 |
|
|
2017
Q4 | – | Sell |
-3,912
| Closed | -$51K | – | 1591 |
|
|
2017
Q3 | $51K | Hold |
3,912
| – | – | ﹤0.01% | 521 |
|
|
2017
Q2 | $51K | Buy |
+3,912
| New | +$51K | ﹤0.01% | 474 |
|