Dakota Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
45,000
-762
| -2% | -$7K | 0.01% | 549 |
|
|
2025
Q1 | $434K | Sell |
45,762
-132
| -0.3% | -$1.25K | 0.01% | 538 |
|
|
2024
Q4 | $446K | Buy |
45,894
+945
| +2% | +$9.19K | 0.01% | 528 |
|
|
2024
Q3 | $462K | Sell |
44,949
-70,000
| -61% | -$719K | 0.01% | 514 |
|
|
2024
Q2 | $1.16M | Sell |
114,949
-11,542
| -9% | -$116K | 0.03% | 337 |
|
|
2024
Q1 | $1.23M | Sell |
126,491
-3,698
| -3% | -$36K | 0.03% | 329 |
|
|
2023
Q4 | $1.25M | Buy |
130,189
+14,989
| +13% | +$144K | 0.05% | 280 |
|
|
2023
Q3 | $948K | Sell |
115,200
-1,600
| -1% | -$13.2K | 0.04% | 291 |
|
|
2023
Q2 | $1.1M | Hold |
116,800
| – | – | 0.05% | 241 |
|
|
2023
Q1 | $1.15M | Buy |
116,800
+65,800
| +129% | +$645K | 0.08% | 209 |
|
|
2022
Q4 | $505K | Buy |
+51,000
| New | +$505K | 0.04% | 350 |
|
|
2020
Q2 | – | Sell |
-40,420
| Closed | -$463K | – | 282 |
|
|
2020
Q1 | $463K | Buy |
+40,420
| New | +$463K | 0.1% | 158 |
|
|
2019
Q1 | – | Sell |
-27,024
| Closed | -$308K | – | 339 |
|
|
2018
Q4 | $308K | Sell |
27,024
-152,434
| -85% | -$1.74M | 0.07% | 215 |
|
|
2018
Q3 | $2.05M | Buy |
+179,458
| New | +$2.05M | 0.46% | 59 |
|
|
2018
Q2 | – | Sell |
-12,800
| Closed | -$150K | – | 208 |
|
|
2018
Q1 | $150K | Buy |
+12,800
| New | +$150K | 0.08% | 90 |
|