Geneos Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,100
| Closed | -$16K | – | 2844 |
|
|
2021
Q3 | $16K | Hold |
2,100
| – | – | ﹤0.01% | 2035 |
|
|
2021
Q2 | $17K | Hold |
2,100
| – | – | ﹤0.01% | 1995 |
|
|
2021
Q1 | $16K | Hold |
2,100
| – | – | ﹤0.01% | 2180 |
|
|
2020
Q4 | $16K | Hold |
2,100
| – | – | ﹤0.01% | 2033 |
|
|
2020
Q3 | $15K | Hold |
2,100
| – | – | ﹤0.01% | 1792 |
|
|
2020
Q2 | $15K | Hold |
2,100
| – | – | ﹤0.01% | 1748 |
|
|
2020
Q1 | $14K | Hold |
2,100
| – | – | ﹤0.01% | 1655 |
|
|
2019
Q4 | $16K | Hold |
2,100
| – | – | ﹤0.01% | 1788 |
|
|
2019
Q3 | $16K | Sell |
2,100
-1,687
| -45% | -$12.9K | ﹤0.01% | 1712 |
|
|
2019
Q2 | $29K | Hold |
3,787
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q1 | $29K | Hold |
3,787
| – | – | ﹤0.01% | 1399 |
|
|
2018
Q4 | $25K | Hold |
3,787
| – | – | ﹤0.01% | 1406 |
|
|
2018
Q3 | $29K | Hold |
3,787
| – | – | ﹤0.01% | 1424 |
|
|
2018
Q2 | $28K | Sell |
3,787
-900
| -19% | -$6.65K | ﹤0.01% | 1312 |
|
|
2018
Q1 | $34K | Hold |
4,687
| – | – | ﹤0.01% | 1172 |
|
|
2017
Q4 | $37K | Hold |
4,687
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q3 | $36K | Hold |
4,687
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q2 | $36K | Hold |
4,687
| – | – | ﹤0.01% | 1064 |
|
|
2017
Q1 | $35K | Sell |
4,687
-820
| -15% | -$6.12K | ﹤0.01% | 1026 |
|
|
2016
Q4 | $39K | Sell |
5,507
-274
| -5% | -$1.94K | 0.01% | 930 |
|
|
2016
Q3 | $47K | Hold |
5,781
| – | – | 0.01% | 839 |
|
|
2016
Q2 | $46K | Hold |
5,781
| – | – | 0.01% | 838 |
|
|
2016
Q1 | $44K | Buy |
+5,781
| New | +$44K | 0.01% | 833 |
|