EWM
Edge Wealth Management’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,400
| Closed | -$41K | – | 620 |
|
|
2020
Q2 | $41K | Sell |
3,400
-4,200
| -55% | -$50.6K | 0.01% | 294 |
|
|
2020
Q1 | $92K | Hold |
7,600
| – | – | 0.02% | 179 |
|
|
2019
Q4 | $103K | Hold |
7,600
| – | – | 0.02% | 192 |
|
|
2019
Q3 | $103K | Hold |
7,600
| – | – | 0.02% | 190 |
|
|
2019
Q2 | $104K | Hold |
7,600
| – | – | 0.02% | 193 |
|
|
2019
Q1 | $99K | Hold |
7,600
| – | – | 0.02% | 184 |
|
|
2018
Q4 | $91K | Buy |
+7,600
| New | +$91K | 0.03% | 193 |
|