Journey Strategic Wealth’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
20,004
-3,000
| -13% | -$30.2K | 0.01% | 622 |
|
|
2025
Q1 | $234K | Buy |
23,004
+2,000
| +10% | +$20.4K | 0.01% | 418 |
|
|
2024
Q4 | $216K | Sell |
21,004
-4,000
| -16% | -$41.2K | 0.01% | 445 |
|
|
2024
Q3 | $283K | Sell |
25,004
-2,000
| -7% | -$22.6K | 0.01% | 354 |
|
|
2024
Q2 | $293K | Hold |
27,004
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $277K | Hold |
27,004
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $270K | Sell |
27,004
-5,000
| -16% | -$50K | 0.01% | 155 |
|
|
2023
Q3 | $286K | Buy |
32,004
+5,330
| +20% | +$47.7K | 0.01% | 122 |
|
|
2023
Q2 | $263K | Buy |
26,674
+10,064
| +61% | +$99.2K | 0.01% | 133 |
|
|
2023
Q1 | $167K | Buy |
16,610
+1,802
| +12% | +$18.1K | 0.02% | 236 |
|
|
2022
Q4 | $145K | Buy |
+14,808
| New | +$145K | 0.02% | 227 |
|