EWM
Evercore Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,570
| Closed | -$47K | – | 774 |
|
|
2017
Q4 | $47K | Hold |
3,570
| – | – | ﹤0.01% | 592 |
|
|
2017
Q3 | $48K | Hold |
3,570
| – | – | ﹤0.01% | 580 |
|
|
2017
Q2 | $48K | Hold |
3,570
| – | – | ﹤0.01% | 581 |
|
|
2017
Q1 | $46K | Hold |
3,570
| – | – | ﹤0.01% | 612 |
|
|
2016
Q4 | $46K | Hold |
3,570
| – | – | ﹤0.01% | 624 |
|
|
2016
Q3 | $50K | Hold |
3,570
| – | – | ﹤0.01% | 599 |
|
|
2016
Q2 | $53K | Hold |
3,570
| – | – | ﹤0.01% | 570 |
|
|
2016
Q1 | $50K | Hold |
3,570
| – | – | ﹤0.01% | 565 |
|
|
2015
Q4 | $48K | Hold |
3,570
| – | – | ﹤0.01% | 605 |
|
|
2015
Q3 | $46K | Hold |
3,570
| – | – | ﹤0.01% | 596 |
|
|
2015
Q2 | $45K | Hold |
3,570
| – | – | ﹤0.01% | 660 |
|
|
2015
Q1 | $48K | Buy |
+3,570
| New | +$48K | ﹤0.01% | 634 |
|
|
2014
Q4 | – | Sell |
-3,570
| Closed | -$47K | – | 986 |
|
|
2014
Q3 | $47K | Hold |
3,570
| – | – | ﹤0.01% | 621 |
|
|
2014
Q2 | $47K | Hold |
3,570
| – | – | ﹤0.01% | 621 |
|
|
2014
Q1 | $46K | Hold |
3,570
| – | – | ﹤0.01% | 609 |
|
|
2013
Q4 | $43K | Hold |
3,570
| – | – | ﹤0.01% | 582 |
|
|
2013
Q3 | $45K | Buy |
+3,570
| New | +$45K | ﹤0.01% | 578 |
|