Clay Northam Wealth Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $369K | Buy |
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