Envestnet Asset Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $594K | Buy |
103,233
+15,887
| +18% | +$91.4K | ﹤0.01% | 3580 |
|
2025
Q1 | $526K | Buy |
87,346
+68,932
| +374% | +$415K | ﹤0.01% | 3589 |
|
2024
Q4 | $109K | Buy |
+18,414
| New | +$109K | ﹤0.01% | 4196 |
|
2023
Q1 | – | Sell |
-11,348
| Closed | -$70.8K | – | 4063 |
|
2022
Q4 | $70.8K | Buy |
11,348
+500
| +5% | +$3.12K | ﹤0.01% | 3844 |
|
2022
Q3 | $64K | Buy |
+10,848
| New | +$64K | ﹤0.01% | 3790 |
|
2019
Q3 | – | Sell |
-244,984
| Closed | -$1.88M | – | 3141 |
|
2019
Q2 | $1.88M | Buy |
244,984
+40,037
| +20% | +$307K | ﹤0.01% | 1590 |
|
2019
Q1 | $1.59M | Buy |
204,947
+54,750
| +36% | +$426K | ﹤0.01% | 1595 |
|
2018
Q4 | $1.05M | Sell |
150,197
-212
| -0.1% | -$1.48K | ﹤0.01% | 1726 |
|
2018
Q3 | $1.16M | Buy |
+150,409
| New | +$1.16M | ﹤0.01% | 703 |
|
2016
Q4 | – | Sell |
-194,358
| Closed | -$1.61M | – | 3241 |
|
2016
Q3 | $1.61M | Buy |
194,358
+29,544
| +18% | +$245K | 0.01% | 1039 |
|
2016
Q2 | $1.34M | Buy |
164,814
+42,637
| +35% | +$347K | 0.01% | 1195 |
|
2016
Q1 | $938K | Buy |
122,177
+23,031
| +23% | +$177K | ﹤0.01% | 1344 |
|
2015
Q4 | $723K | Buy |
99,146
+14,874
| +18% | +$108K | ﹤0.01% | 1440 |
|
2015
Q3 | $570K | Buy |
84,272
+14,786
| +21% | +$100K | ﹤0.01% | 1533 |
|
2015
Q2 | $464K | Buy |
69,486
+17,575
| +34% | +$117K | ﹤0.01% | 1752 |
|
2015
Q1 | $368K | Buy |
51,911
+19,799
| +62% | +$140K | ﹤0.01% | 1691 |
|
2014
Q4 | $224K | Buy |
32,112
+15,982
| +99% | +$111K | ﹤0.01% | 970 |
|
2014
Q3 | $110K | Sell |
16,130
-7,014
| -30% | -$47.8K | ﹤0.01% | 1261 |
|
2014
Q2 | $161K | Buy |
+23,144
| New | +$161K | ﹤0.01% | 1071 |
|