CIA
Concurrent Investment Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
25,029
-14,635
| -37% | -$134K | ﹤0.01% | 1195 |
|
|
2025
Q1 | $376K | Buy |
39,664
+13,524
| +52% | +$128K | 0.01% | 824 |
|
|
2024
Q4 | $254K | Sell |
26,140
-311
| -1% | -$3.02K | 0.01% | 879 |
|
|
2024
Q3 | $272K | Buy |
26,451
+4,646
| +21% | +$47.7K | 0.01% | 814 |
|
|
2024
Q2 | $220K | Sell |
21,805
-955
| -4% | -$9.63K | 0.01% | 833 |
|
|
2024
Q1 | $221K | Sell |
22,760
-2,927
| -11% | -$28.5K | 0.01% | 761 |
|
|
2023
Q4 | $247K | Buy |
+25,687
| New | +$247K | 0.01% | 707 |
|