Herold Advisors’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,293
| Closed | -$106K | – | 283 |
|
|
2024
Q3 | $106K | Hold |
10,293
| – | – | 0.02% | 267 |
|
|
2024
Q2 | $103K | Hold |
10,293
| – | – | 0.02% | 260 |
|
|
2024
Q1 | $99.8K | Hold |
10,293
| – | – | 0.02% | 261 |
|
|
2023
Q4 | $98.1K | Buy |
+10,293
| New | +$98.1K | 0.03% | 240 |
|
|
2022
Q2 | – | Sell |
-7,293
| Closed | -$83.9K | – | 654 |
|
|
2022
Q1 | $83.9K | Buy |
+7,293
| New | +$83.9K | 0.03% | 294 |
|
|
2021
Q4 | – | Sell |
-7,293
| Closed | -$97K | – | 632 |
|
|
2021
Q3 | $97K | Buy |
+7,293
| New | +$97K | 0.04% | 283 |
|