IFP Advisors’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-15,360
| Closed | -$199K | – | 4431 |
|
2022
Q4 | $199K | Sell |
15,360
-7,900
| -34% | -$102K | 0.01% | 1355 |
|
2022
Q3 | $301K | Buy |
+23,260
| New | +$301K | 0.01% | 1196 |
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$25K | – | 3835 |
|
2018
Q3 | $25K | Sell |
2,000
-1,550
| -44% | -$19.4K | ﹤0.01% | 2321 |
|
2018
Q2 | $45K | Hold |
3,550
| – | – | ﹤0.01% | 1970 |
|
2018
Q1 | $49K | Hold |
3,550
| – | – | ﹤0.01% | 1824 |
|
2017
Q4 | $49K | Buy |
+3,550
| New | +$49K | ﹤0.01% | 1820 |
|