IFP Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-180
| Closed | -$2K | – | 4418 |
|
|
2022
Q4 | $2K | Sell |
180
-6,382
| -97% | -$70.9K | ﹤0.01% | 4235 |
|
|
2022
Q3 | $77K | Hold |
6,562
| – | – | ﹤0.01% | 2047 |
|
|
2022
Q2 | $77K | Hold |
6,562
| – | – | ﹤0.01% | 1874 |
|
|
2022
Q1 | $77K | Buy |
+6,562
| New | +$77K | ﹤0.01% | 1874 |
|
|
2019
Q1 | – | Sell |
-492
| Closed | -$5K | – | 3401 |
|
|
2018
Q4 | $5K | Buy |
+492
| New | +$5K | ﹤0.01% | 2833 |
|
|
2018
Q3 | – | Sell |
-10,362
| Closed | -$122K | – | 3973 |
|
|
2018
Q2 | $122K | Sell |
10,362
-254
| -2% | -$2.99K | 0.01% | 1362 |
|
|
2018
Q1 | $132K | Hold |
10,616
| – | – | 0.01% | 1217 |
|
|
2017
Q4 | $132K | Sell |
10,616
-8,392
| -44% | -$104K | 0.01% | 1215 |
|
|
2017
Q3 | $247K | Sell |
19,008
-2,548
| -12% | -$33.1K | 0.01% | 1018 |
|
|
2017
Q2 | $282K | Sell |
21,556
-485
| -2% | -$6.35K | 0.01% | 935 |
|
|
2017
Q1 | $286K | Buy |
22,041
+209
| +1% | +$2.71K | 0.01% | 924 |
|
|
2016
Q4 | $278K | Buy |
21,832
+2,974
| +16% | +$37.9K | 0.01% | 892 |
|
|
2016
Q3 | $269K | Sell |
18,858
-94
| -0.5% | -$1.34K | 0.01% | 860 |
|
|
2016
Q2 | $282K | Buy |
+18,952
| New | +$282K | 0.02% | 815 |
|
|
2016
Q1 | – | Sell |
-11,551
| Closed | -$152K | – | 3440 |
|
|
2015
Q4 | $152K | Buy |
+11,551
| New | +$152K | 0.01% | 961 |
|