Dakota Wealth Management’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
Q4 | – | Sell |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $389K | Hold |
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|
2021
Q4 | $449K | Hold |
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|
2021
Q3 | $453K | Hold |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $333K | Buy |
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