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Compass Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Compass Wealth Management’s Portfolio VGM Stock Details VGM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,720
Closed -$65.6K – 409
2023
Q3 		$65.6K Hold
7,720
– – 0.02% 211
2023
Q2 		$75K Buy
+7,720
New +$75K 0.02% 206