Integrated Wealth Concepts’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $111K | Hold |
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|
2025
Q2 | $104K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $111K | Hold |
|
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|
2024
Q3 | $116K | Hold |
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|
2024
Q2 | $113K | Hold |
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|
2024
Q1 | $109K | Hold |
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|
2023
Q4 | $109K | Hold |
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|
2023
Q3 | $93.6K | Sell |
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|
2023
Q2 | $147K | Hold |
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|
2023
Q1 | $151K | Buy |
|