Fairhaven Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,206
| Closed | -$127K | – | 133 |
|
|
2023
Q4 | $127K | Hold |
13,206
| – | – | 0.05% | 110 |
|
|
2023
Q3 | $109K | Hold |
13,206
| – | – | 0.04% | 108 |
|
|
2023
Q2 | $125K | Buy |
+13,206
| New | +$125K | 0.05% | 113 |
|
|
2022
Q4 | $131K | Hold |
13,206
| – | – | 0.06% | 107 |
|
|
2022
Q3 | $120K | Hold |
13,206
| – | – | 0.05% | 104 |
|
|
2022
Q2 | $136K | Hold |
13,206
| – | – | 0.06% | 108 |
|
|
2022
Q1 | $151K | Buy |
+13,206
| New | +$151K | 0.06% | 117 |
|