CIA
Concurrent Investment Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.8K | Hold |
10,305
| – | – | ﹤0.01% | 1318 |
|
|
2025
Q1 | $103K | Hold |
10,305
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q4 | $104K | Hold |
10,305
| – | – | ﹤0.01% | 1023 |
|
|
2024
Q3 | $109K | Hold |
10,305
| – | – | ﹤0.01% | 983 |
|
|
2024
Q2 | $106K | Hold |
10,305
| – | – | ﹤0.01% | 914 |
|
|
2024
Q1 | $102K | Hold |
10,305
| – | – | ﹤0.01% | 845 |
|
|
2023
Q4 | $102K | Buy |
+10,305
| New | +$102K | ﹤0.01% | 807 |
|