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Golden State Wealth Management’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Golden State Wealth Management’s Portfolio VPV Stock Details VPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-28,039
Closed -$357K – 1145
2019
Q2 		$357K Buy
+28,039
New +$353K 0.11% 150

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SIA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
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WA
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Golden State Wealth Management's VPV Position: Q3 2019 in Review

Golden State Wealth Management sold out of Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q3 2019, closing a stake of 28,039 shares — an estimated $357K sold.

Golden State Wealth Management first reported a position in VPV in Q2 2019 and held it in 1 quarter. The position peaked at $357K in Q2 2019. 37 funds tracked by Wall St. Rank hold VPV as of Q3 2019.

  • Golden State Wealth Management reported no remaining Invesco Pennsylvania Value Municipal Income Trust position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 28,039 Invesco Pennsylvania Value Municipal Income Trust shares in Q3 2019, an estimated $357K.
  • Golden State Wealth Management first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q2 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Invesco Pennsylvania Value Municipal Income Trust position peaked at $357K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.