Cerity Partners’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
13,098
| – | – | ﹤0.01% | 2449 |
|
|
2025
Q1 | $126K | Sell |
13,098
-4
| -0% | -$39 | ﹤0.01% | 2288 |
|
|
2024
Q4 | $129K | Sell |
13,102
-1,726
| -12% | -$16.9K | ﹤0.01% | 2308 |
|
|
2024
Q3 | $152K | Buy |
+14,828
| New | +$152K | ﹤0.01% | 2368 |
|
|
2023
Q3 | – | Sell |
-11,357
| Closed | -$107K | – | 1713 |
|
|
2023
Q2 | $107K | Buy |
+11,357
| New | +$107K | ﹤0.01% | 1539 |
|