Family Management’s Invesco Value Municipal Income Trust IIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Sell |
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|
2025
Q2 | $245K | Hold |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $605K | Sell |
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|
2022
Q2 | $747K | Buy |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $773K | Sell |
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|
2021
Q3 | $847K | Hold |
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|
2021
Q2 | $856K | Hold |
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|
2021
Q1 | $813K | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.27M | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $669K | Buy |
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|
2019
Q3 | $657K | Sell |
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|
2019
Q2 | $776K | Buy |
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|
2019
Q1 | $410K | Buy |
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|
2018
Q4 | $373K | Buy |
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