JFS Wealth Advisors’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $83.3K | Buy |
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|
2024
Q1 | $80K | Buy |
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|
2023
Q4 | $77.4K | Sell |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $94K | Sell |
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|
2022
Q1 | $3.86M | Buy |
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|
2021
Q4 | $4.47M | Buy |
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|
2021
Q3 | $4.43M | Buy |
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|
2021
Q2 | $4.51M | Buy |
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|
2021
Q1 | $4.31M | Buy |
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|
2020
Q4 | $3.72M | Buy |
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|
2020
Q3 | $3.46M | Buy |
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|
2020
Q2 | $2.96M | Buy |
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|
2020
Q1 | $2.49M | Buy |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $2.67M | Buy |
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|
2019
Q2 | $2.6M | Buy |
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|
2019
Q1 | $2.52M | Buy |
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|
2018
Q4 | $2.3M | Buy |
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|
2018
Q3 | $2.35M | Buy |
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|
2018
Q2 | $2.36M | Buy |
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|
2018
Q1 | $2.3M | Buy |
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|
2017
Q4 | $2.43M | Buy |
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|
2017
Q3 | $2.44M | Buy |
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|
2017
Q2 | $2.42M | Buy |
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|
2017
Q1 | $2.28M | Hold |
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|
2016
Q4 | $2.28M | Buy |
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|
2016
Q3 | $1.93M | Buy |
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|
2016
Q2 | $1.94M | Buy |
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|
2016
Q1 | $1.8M | Buy |
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|
2015
Q4 | $1.7M | Buy |
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|
2015
Q3 | $1.61M | Buy |
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|
2015
Q2 | $1.54M | Buy |
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|
2015
Q1 | $1.56M | Buy |
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|
2014
Q4 | $760K | Buy |
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