Fort Point Capital Partners’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-76,477
Closed -$860K 337
2024
Q2
$860K Buy
76,477
+5,159
+7% +$58K 0.11% 129
2024
Q1
$767K Buy
71,318
+25,775
+57% +$277K 0.1% 140
2023
Q4
$474K Buy
45,543
+27,826
+157% +$290K 0.07% 172
2023
Q3
$161K Buy
+17,717
New +$161K 0.02% 261