IFP Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-9,608
| Closed | -$72K | – | 4763 |
|
2022
Q3 | $72K | Buy |
9,608
+383
| +4% | +$2.87K | ﹤0.01% | 2102 |
|
2022
Q2 | $69K | Hold |
9,225
| – | – | ﹤0.01% | 1936 |
|
2022
Q1 | $69K | Buy |
+9,225
| New | +$69K | ﹤0.01% | 1936 |
|
2019
Q1 | $31K | Sell |
4,031
-13,954
| -78% | -$107K | ﹤0.01% | 1166 |
|
2018
Q4 | $123K | Sell |
17,985
-30,562
| -63% | -$209K | 0.01% | 1080 |
|
2018
Q3 | $373K | Buy |
48,547
+10,341
| +27% | +$79.5K | 0.02% | 796 |
|
2018
Q2 | $288K | Buy |
38,206
+6,132
| +19% | +$46.2K | 0.01% | 894 |
|
2018
Q1 | $257K | Hold |
32,074
| – | – | 0.01% | 888 |
|
2017
Q4 | $257K | Buy |
32,074
+3,543
| +12% | +$28.4K | 0.01% | 886 |
|
2017
Q3 | $225K | Sell |
28,531
-138
| -0.5% | -$1.09K | 0.01% | 1076 |
|
2017
Q2 | $222K | Buy |
28,669
+2,765
| +11% | +$21.4K | 0.01% | 1066 |
|
2017
Q1 | $195K | Buy |
25,904
+1,516
| +6% | +$11.4K | 0.01% | 1124 |
|
2016
Q4 | $175K | Sell |
24,388
-16,521
| -40% | -$119K | 0.01% | 1117 |
|
2016
Q3 | $339K | Buy |
40,909
+2,506
| +7% | +$20.8K | 0.02% | 747 |
|
2016
Q2 | $313K | Buy |
38,403
+34,372
| +853% | +$280K | 0.02% | 766 |
|
2016
Q1 | $31K | Sell |
4,031
-24,772
| -86% | -$191K | ﹤0.01% | 1166 |
|
2015
Q4 | $210K | Buy |
+28,803
| New | +$210K | 0.01% | 818 |
|