CWM
Collaborative Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
11,000
| – | – | 0.04% | 181 |
|
|
2025
Q1 | $104K | Hold |
11,000
| – | – | 0.05% | 172 |
|
|
2024
Q4 | $107K | Hold |
11,000
| – | – | 0.05% | 177 |
|
|
2024
Q3 | $113K | Hold |
11,000
| – | – | 0.05% | 175 |
|
|
2024
Q2 | $111K | Hold |
11,000
| – | – | 0.05% | 170 |
|
|
2024
Q1 | $107K | Hold |
11,000
| – | – | 0.05% | 171 |
|
|
2023
Q4 | $106K | Hold |
11,000
| – | – | 0.06% | 168 |
|
|
2023
Q3 | $90.5K | Hold |
11,000
| – | – | 0.05% | 163 |
|
|
2023
Q2 | $104K | Hold |
11,000
| – | – | 0.06% | 168 |
|
|
2023
Q1 | $108K | Sell |
11,000
-1,912
| -15% | -$18.8K | 0.07% | 165 |
|
|
2022
Q4 | $128K | Hold |
12,912
| – | – | 0.08% | 172 |
|
|
2022
Q3 | $118K | Hold |
12,912
| – | – | 0.08% | 168 |
|
|
2022
Q2 | $133K | Buy |
+12,912
| New | +$133K | 0.09% | 182 |
|
|
2021
Q4 | $178K | Buy |
+12,912
| New | +$178K | 0.1% | 195 |
|
|
2021
Q1 | $148K | Buy |
+12,912
| New | +$148K | 0.09% | 188 |
|