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Joseph P. Lucia & Associates’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Joseph P. Lucia & Associates’s Portfolio VTN Stock Details VTN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,064
Closed -$273K – 153
2024
Q4 		$273K Buy
26,064
+14,797
+131% +$155K 0.12% 110
2024
Q3 		$130K Hold
11,267
– – 0.06% 133
2024
Q2 		$127K Buy
+11,267
New +$127K 0.06% 119