GPS Wealth Strategies Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,113
| Closed | -$69K | – | 1313 |
|
|
2023
Q3 | $69K | Hold |
8,113
| – | – | 0.01% | 415 |
|
|
2023
Q2 | $78.8K | Sell |
8,113
-3,608
| -31% | -$35K | 0.01% | 403 |
|
|
2023
Q1 | $117K | Hold |
11,721
| – | – | 0.02% | 320 |
|
|
2022
Q4 | $118K | Hold |
11,721
| – | – | 0.04% | 105 |
|
|
2022
Q3 | $110K | Hold |
11,721
| – | – | 0.03% | 286 |
|
|
2022
Q2 | $123K | Buy |
11,721
+11,518
| +5,674% | +$121K | 0.03% | 276 |
|
|
2022
Q1 | $2K | Buy |
+203
| New | +$2K | ﹤0.01% | 980 |
|