Drive Wealth Management’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-12,391
| Closed | -$105K | – | 340 |
|
2023
Q4 | $105K | Sell |
12,391
-4,008
| -24% | -$33.9K | 0.03% | 296 |
|
2023
Q3 | $122K | Hold |
16,399
| – | – | 0.04% | 258 |
|
2023
Q2 | $138K | Sell |
16,399
-1,150
| -7% | -$9.67K | 0.05% | 259 |
|
2023
Q1 | $156K | Sell |
17,549
-1,150
| -6% | -$10.2K | 0.07% | 264 |
|
2022
Q4 | $161K | Buy |
18,699
+8,000
| +75% | +$68.7K | 0.08% | 229 |
|
2022
Q3 | $87K | Buy |
+10,699
| New | +$87K | 0.08% | 151 |
|