Creative Planning’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $229K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $261K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $400K | Buy |
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|
2017
Q1 | $56K | Sell |
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|
2016
Q4 | $79K | Buy |
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|
2016
Q3 | $62K | Buy |
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|
2016
Q2 | $42K | Hold |
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|
2016
Q1 | $40K | Sell |
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|
2015
Q4 | $42K | Buy |
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|
2015
Q3 | $36K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $38K | Hold |
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|
2014
Q4 | $37K | Sell |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $36K | Buy |
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|
2014
Q1 | $4K | Buy |
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