Creative Planning’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $39K | Buy |
|
|||||
|
2017
Q1 | $17K | Buy |
|
|||||
|
2016
Q4 | $12K | Sell |
|
|||||
|
2016
Q3 | $128K | Buy |
|
|||||
|
2016
Q2 | $110K | Sell |
|
|||||
|
2016
Q1 | $135K | Buy |
|
|||||
|
2015
Q4 | $59K | Sell |
|
|||||
|
2015
Q3 | $720K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $59K | Sell |
|
|||||
|
2014
Q4 | $63K | Sell |
|
|||||
|
2014
Q3 | $70K | Buy |
|
|||||
|
2014
Q2 | $70K | Sell |
|
|||||
|
2014
Q1 | $109K | Buy |
|
|||||
|
2013
Q4 | $59K | Sell |
|
|||||
|
2013
Q3 | $128K | Buy |
|
|||||
|
2013
Q2 | $81K | Buy |
|