CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $211K | Hold |
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|
2020
Q2 | $207K | Buy |
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|
2019
Q4 | $253K | Hold |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $215K | Sell |
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|
2018
Q3 | $228K | Hold |
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|
2018
Q2 | $233K | Sell |
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|
2018
Q1 | $543K | Hold |
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|
2017
Q4 | $557K | Sell |
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|
2017
Q3 | $571K | Hold |
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|
2017
Q2 | $579K | Sell |
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|
2017
Q1 | $614K | Hold |
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|
2016
Q4 | $616K | Hold |
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|
2016
Q3 | $689K | Sell |
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|
2016
Q2 | $812K | Sell |
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|
2016
Q1 | $793K | Sell |
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|
2015
Q4 | $777K | Hold |
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|
2015
Q3 | $738K | Hold |
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|
2015
Q2 | $689K | Hold |
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|
2015
Q1 | $765K | Hold |
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|
2014
Q4 | $784K | Sell |
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|
2014
Q3 | $734K | Buy |
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|
2014
Q2 | $637K | Buy |
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|
2014
Q1 | $542K | Buy |
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|
2013
Q4 | $275K | Buy |
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