First Foundation Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $464K | Sell |
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|
2021
Q1 | $590K | Sell |
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|
2020
Q4 | $647K | Sell |
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|
2020
Q3 | $703K | Sell |
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|
2020
Q2 | $718K | Sell |
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|
2020
Q1 | $945K | Buy |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $438K | Sell |
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|
2019
Q2 | $4.33M | Buy |
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|
2019
Q1 | $4.15M | Sell |
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|
2018
Q4 | $4.75M | Buy |
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|
2018
Q3 | $5.17M | Buy |
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|
2018
Q2 | $5.11M | Sell |
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|
2018
Q1 | $5.51M | Sell |
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|
2017
Q4 | $5.61M | Buy |
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|
2017
Q3 | $3.82M | Buy |
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|
2017
Q2 | $2.23M | Buy |
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|
2017
Q1 | $1.79M | Buy |
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