Greatmark Investment Partners’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.52M | Buy |
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|
2025
Q2 | $2.24M | Buy |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $977K | Buy |
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|
2022
Q3 | $887K | Buy |
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|
2022
Q2 | $866K | Buy |
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|
2022
Q1 | $131K | Hold |
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|
2021
Q4 | $157K | Hold |
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|
2021
Q3 | $154K | Hold |
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|
2021
Q2 | $158K | Hold |
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|
2021
Q1 | $152K | Hold |
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|
2020
Q4 | $149K | Buy |
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