IWA
IBEX Wealth Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,169
| Closed | -$118K | – | 183 |
|
|
2022
Q1 | $118K | Buy |
10,169
+7
| +0.1% | +$81 | 0.02% | 170 |
|
|
2021
Q4 | $142K | Buy |
10,162
+7
| +0.1% | +$98 | 0.03% | 191 |
|
|
2021
Q3 | $139K | Buy |
10,155
+6
| +0.1% | +$82 | 0.03% | 207 |
|
|
2021
Q2 | $142K | Buy |
+10,149
| New | +$142K | 0.03% | 179 |
|
|
2019
Q3 | – | Sell |
-14,084
| Closed | -$178K | – | 347 |
|
|
2019
Q2 | $178K | Buy |
+14,084
| New | +$178K | 0.05% | 139 |
|
|
2017
Q4 | – | Sell |
-8,960
| Closed | -$121K | – | 138 |
|
|
2017
Q3 | $121K | Buy |
+8,960
| New | +$121K | 0.04% | 128 |
|
|
2017
Q1 | – | Sell |
-4,827
| Closed | -$62K | – | 377 |
|
|
2016
Q4 | $62K | Buy |
+4,827
| New | +$62K | 0.03% | 166 |
|