Creative Planning’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,697
| Closed | -$67.9K | – | 2909 |
|
|
2023
Q4 | $67.9K | Buy |
+10,697
| New | +$67.9K | ﹤0.01% | 2606 |
|
|
2021
Q4 | – | Sell |
-12,136
| Closed | -$96K | – | 2140 |
|
|
2021
Q3 | $96K | Buy |
+12,136
| New | +$96K | ﹤0.01% | 1938 |
|
|
2019
Q2 | – | Sell |
-28,259
| Closed | -$220K | – | 1932 |
|
|
2019
Q1 | $220K | Hold |
28,259
| – | – | ﹤0.01% | 1510 |
|
|
2018
Q4 | $197K | Hold |
28,259
| – | – | ﹤0.01% | 1492 |
|
|
2018
Q3 | $217K | Buy |
28,259
+2,000
| +8% | +$15.4K | ﹤0.01% | 1615 |
|
|
2018
Q2 | $198K | Sell |
26,259
-2,064
| -7% | -$15.6K | ﹤0.01% | 1629 |
|
|
2018
Q1 | $210K | Buy |
+28,323
| New | +$210K | ﹤0.01% | 1561 |
|
|
2017
Q3 | – | Sell |
-5,522
| Closed | -$43K | – | 3040 |
|
|
2017
Q2 | $43K | Sell |
5,522
-1,211
| -18% | -$9.43K | ﹤0.01% | 2609 |
|
|
2017
Q1 | $51K | Buy |
6,733
+5,122
| +318% | +$38.8K | ﹤0.01% | 2445 |
|
|
2016
Q4 | $12K | Buy |
1,611
+400
| +33% | +$2.98K | ﹤0.01% | 3377 |
|
|
2016
Q3 | $10K | Sell |
1,211
-2,600
| -68% | -$21.5K | ﹤0.01% | 3462 |
|
|
2016
Q2 | $31K | Sell |
3,811
-1,094
| -22% | -$8.9K | ﹤0.01% | 2448 |
|
|
2016
Q1 | $38K | Buy |
4,905
+3,694
| +305% | +$28.6K | ﹤0.01% | 2272 |
|
|
2015
Q4 | $9K | Buy |
+1,211
| New | +$9K | ﹤0.01% | 3316 |
|
|
2015
Q1 | – | Sell |
-4,300
| Closed | -$30K | – | 4175 |
|
|
2014
Q4 | $30K | Buy |
+4,300
| New | +$30K | ﹤0.01% | 2328 |
|