Compass Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,831
| Closed | -$64.8K | – | 403 |
|
|
2025
Q1 | $64.8K | Hold |
6,831
| – | – | 0.02% | 220 |
|
|
2024
Q4 | $66.4K | Hold |
6,831
| – | – | 0.02% | 223 |
|
|
2024
Q3 | $70.2K | Hold |
6,831
| – | – | 0.02% | 225 |
|
|
2024
Q2 | $68.9K | Hold |
6,831
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $66.5K | Hold |
6,831
| – | – | 0.02% | 228 |
|
|
2023
Q4 | $65.6K | Sell |
6,831
-6,537
| -49% | -$62.8K | 0.02% | 223 |
|
|
2023
Q3 | $110K | Hold |
13,368
| – | – | 0.03% | 178 |
|
|
2023
Q2 | $126K | Buy |
+13,368
| New | +$126K | 0.04% | 172 |
|