IWA
IBEX Wealth Advisors’s Invesco Municipal Trust VKQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Buy |
96,949
+952
| +1% | +$8.71K | 0.09% | 115 |
|
|
2025
Q1 | $926K | Buy |
95,997
+6,868
| +8% | +$66.3K | 0.12% | 106 |
|
|
2024
Q4 | $874K | Buy |
+89,129
| New | +$874K | 0.1% | 119 |
|
|
2023
Q1 | – | Sell |
-66,747
| Closed | -$661K | – | 176 |
|
|
2022
Q4 | $661K | Sell |
66,747
-10,383
| -13% | -$103K | 0.15% | 105 |
|
|
2022
Q3 | $705K | Buy |
77,130
+342
| +0.4% | +$3.13K | 0.18% | 91 |
|
|
2022
Q2 | $780K | Sell |
76,788
-9,341
| -11% | -$94.9K | 0.18% | 99 |
|
|
2022
Q1 | $991K | Sell |
86,129
-15,280
| -15% | -$176K | 0.19% | 102 |
|
|
2021
Q4 | $1.36M | Sell |
101,409
-5,853
| -5% | -$78.6K | 0.24% | 105 |
|
|
2021
Q3 | $1.44M | Sell |
107,262
-21,235
| -17% | -$284K | 0.28% | 100 |
|
|
2021
Q2 | $1.76M | Buy |
128,497
+6,758
| +6% | +$92.7K | 0.35% | 90 |
|
|
2021
Q1 | $1.61M | Sell |
121,739
-5,954
| -5% | -$78.6K | 0.4% | 83 |
|
|
2020
Q4 | $1.64M | Buy |
127,693
+16,773
| +15% | +$215K | 0.43% | 78 |
|
|
2020
Q3 | $1.33M | Sell |
110,920
-9,215
| -8% | -$111K | 0.39% | 78 |
|
|
2020
Q2 | $1.41M | Buy |
120,135
+15,952
| +15% | +$187K | 0.45% | 75 |
|
|
2020
Q1 | $1.22M | Buy |
104,183
+33,556
| +48% | +$392K | 0.47% | 73 |
|
|
2019
Q4 | $873K | Buy |
70,627
+10,252
| +17% | +$127K | 0.27% | 84 |
|
|
2019
Q3 | $761K | Buy |
60,375
+2,182
| +4% | +$27.5K | 0.25% | 87 |
|
|
2019
Q2 | $716K | Buy |
58,193
+3,608
| +7% | +$44.4K | 0.21% | 109 |
|
|
2019
Q1 | $658K | Buy |
+54,585
| New | +$658K | 0.23% | 92 |
|
|
2017
Q4 | – | Sell |
-104,050
| Closed | -$1.32M | – | 140 |
|
|
2017
Q3 | $1.32M | Sell |
104,050
-812
| -0.8% | -$10.3K | 0.49% | 68 |
|
|
2017
Q2 | $1.35M | Buy |
+104,862
| New | +$1.35M | 0.53% | 69 |
|
|
2017
Q1 | – | Sell |
-97,922
| Closed | -$1.23M | – | 380 |
|
|
2016
Q4 | $1.23M | Buy |
+97,922
| New | +$1.23M | 0.59% | 58 |
|