Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29K | Buy |
+687
| New | +$6.29K | ﹤0.01% | 2498 |
|
|
2023
Q4 | – | Sell |
-120
| Closed | -$1K | – | 2179 |
|
|
2023
Q3 | $1K | Buy |
+120
| New | +$1K | ﹤0.01% | 2029 |
|
|
2019
Q1 | – | Sell |
-2,788
| Closed | -$30K | – | 2466 |
|
|
2018
Q4 | $30K | Hold |
2,788
| – | – | ﹤0.01% | 1336 |
|
|
2018
Q3 | $32K | Hold |
2,788
| – | – | ﹤0.01% | 1379 |
|
|
2018
Q2 | $32K | Hold |
2,788
| – | – | ﹤0.01% | 1261 |
|
|
2018
Q1 | $32K | Sell |
2,788
-950
| -25% | -$10.9K | ﹤0.01% | 1207 |
|
|
2017
Q4 | $46K | Hold |
3,738
| – | – | ﹤0.01% | 1039 |
|
|
2017
Q3 | $47K | Hold |
3,738
| – | – | ﹤0.01% | 980 |
|
|
2017
Q2 | $47K | Buy |
3,738
+2,990
| +400% | +$37.6K | ﹤0.01% | 942 |
|
|
2017
Q1 | $9K | Hold |
748
| – | – | ﹤0.01% | 1537 |
|
|
2016
Q4 | $9K | Hold |
748
| – | – | ﹤0.01% | 1480 |
|
|
2016
Q3 | $10K | Hold |
748
| – | – | ﹤0.01% | 1378 |
|
|
2016
Q2 | $10K | Hold |
748
| – | – | ﹤0.01% | 1339 |
|
|
2016
Q1 | $9K | Buy |
+748
| New | +$9K | ﹤0.01% | 1361 |
|