Creative Planning’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $112K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $119K | Hold |
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|
2022
Q1 | $129K | Hold |
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|
2021
Q4 | $149K | Hold |
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|
2021
Q3 | $150K | Hold |
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|
2021
Q2 | $154K | Hold |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $145K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $135K | Hold |
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|
2020
Q1 | $134K | Hold |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $151K | Hold |
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|
2019
Q2 | $152K | Hold |
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|
2019
Q1 | $145K | Hold |
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|
2018
Q4 | $132K | Hold |
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|
2018
Q3 | $138K | Hold |
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|
2018
Q2 | $141K | Hold |
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|
2018
Q1 | $142K | Hold |
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|
2017
Q4 | $152K | Sell |
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|
2017
Q3 | $230K | Buy |
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|
2017
Q2 | $152K | Hold |
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|
2017
Q1 | $150K | Hold |
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|
2016
Q4 | $147K | Hold |
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|
2016
Q3 | $171K | Hold |
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|
2016
Q2 | $182K | Hold |
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|
2016
Q1 | $170K | Hold |
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|
2015
Q4 | $162K | Sell |
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|
2015
Q3 | $167K | Hold |
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|
2015
Q2 | $161K | Sell |
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|
2015
Q1 | $222K | Buy |
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|
2014
Q4 | $68K | Hold |
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|
2014
Q3 | $67K | Buy |
|