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Chessman Wealth Strategies RIA’s Invesco Value Municipal Income Trust IIM Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,497
Closed -$48K – 91
2018
Q3 		$48K Buy
+3,497
New +$49.5K 0.04% 60

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LCM
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VCM
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Chessman Wealth Strategies RIA's IIM Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Invesco Value Municipal Income Trust (IIM) in Q4 2018, closing a stake of 3,497 shares — an estimated $48K sold.

Chessman Wealth Strategies RIA first reported a position in IIM in Q3 2018 and held it in 1 quarter. The position peaked at $48K in Q3 2018. 88 funds tracked by Wall St. Rank hold IIM as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Invesco Value Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 3,497 Invesco Value Municipal Income Trust shares in Q4 2018, an estimated $48K.
  • Chessman Wealth Strategies RIA first reported a position in Invesco Value Municipal Income Trust in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Invesco Value Municipal Income Trust position peaked at $48K in Q3 2018.
  • 88 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.