Financial Advocates Investment Management’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,336
| Closed | -$301K | – | 771 |
|
|
2023
Q1 | $301K | Sell |
30,336
-736
| -2% | -$7.3K | 0.02% | 549 |
|
|
2022
Q4 | $308K | Sell |
31,072
-1,172
| -4% | -$11.6K | 0.02% | 555 |
|
|
2022
Q3 | $295K | Sell |
32,244
-901
| -3% | -$8.24K | 0.02% | 540 |
|
|
2022
Q2 | $337K | Sell |
33,145
-3,543
| -10% | -$36K | 0.03% | 482 |
|
|
2022
Q1 | $422K | Sell |
36,688
-12,171
| -25% | -$140K | 0.03% | 485 |
|
|
2021
Q4 | $656K | Buy |
48,859
+510
| +1% | +$6.85K | 0.04% | 419 |
|
|
2021
Q3 | $648K | Buy |
48,349
+4,078
| +9% | +$54.7K | 0.04% | 416 |
|
|
2021
Q2 | $607K | Buy |
44,271
+3,325
| +8% | +$45.6K | 0.04% | 428 |
|
|
2021
Q1 | $540K | Sell |
40,946
-753
| -2% | -$9.93K | 0.04% | 454 |
|
|
2020
Q4 | $535K | Sell |
41,699
-10,768
| -21% | -$138K | 0.04% | 429 |
|
|
2020
Q3 | $630K | Sell |
52,467
-4,099
| -7% | -$49.2K | 0.05% | 326 |
|
|
2020
Q2 | $665K | Buy |
+56,566
| New | +$665K | 0.06% | 299 |
|