CFGSD
Compass Financial Group (South Dakota)’s Invesco Municipal Trust VKQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
24,349
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $235K | Hold |
24,349
| – | – | 0.04% | 84 |
|
|
2024
Q4 | $239K | Hold |
24,349
| – | – | 0.05% | 84 |
|
|
2024
Q3 | $250K | Hold |
24,349
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $243K | Hold |
24,349
| – | – | 0.05% | 80 |
|
|
2024
Q1 | $236K | Hold |
24,349
| – | – | 0.05% | 81 |
|
|
2023
Q4 | $232K | Hold |
24,349
| – | – | 0.06% | 81 |
|
|
2023
Q3 | $203K | Hold |
24,349
| – | – | 0.06% | 88 |
|
|
2023
Q2 | $230K | Hold |
24,349
| – | – | 0.07% | 88 |
|
|
2023
Q1 | $242K | Hold |
24,349
| – | – | 0.08% | 83 |
|
|
2022
Q4 | $241K | Buy |
+24,349
| New | +$241K | 0.09% | 78 |
|