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Stock index based on fund manager consensus updated each quarter
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DWM
Dakota Wealth Management’s
Invesco Value Municipal Income Trust
IIM
Stock Holding History
Dakota Wealth Management’s Portfolio
IIM Stock Details
IIM Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
2020
Q4
$512K
Sell
2020
Q3
$519K
Sell
2020
Q2
$539K
Buy
2020
Q1
$484K
Buy
2019
Q1
–
Sell
2018
Q4
$674K
Sell
2018
Q3
$1.69M
Buy
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Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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