First Foundation Advisors’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $114K | Hold |
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|
2024
Q3 | $114K | Hold |
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $104K | Hold |
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|
2023
Q4 | $102K | Hold |
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|
2023
Q3 | $88.1K | Hold |
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|
2023
Q2 | $100K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $438K | Buy |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $557K | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $2.28M | Sell |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $2.38M | Buy |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $2.37M | Buy |
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|
2019
Q2 | $1.66M | Sell |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $747K | Sell |
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|
2018
Q3 | $1.08M | Sell |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $914K | Buy |
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|
2017
Q2 | $825K | Buy |
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|
2017
Q1 | $755K | Buy |
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|
2016
Q4 | $474K | Buy |
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|
2016
Q3 | $217K | Sell |
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|
2016
Q2 | $261K | Hold |
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|
2016
Q1 | $248K | Hold |
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|
2015
Q4 | $237K | Buy |
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|
2015
Q3 | $127K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $204K | Buy |
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|
2013
Q2 | $194K | Buy |
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