JWM
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Jupiter Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Jupiter Wealth Management’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,500
Closed -$150K – 94
2019
Q4 		$150K Hold
11,500
– – 0.07% 80
2019
Q3 		$148K Hold
11,500
– – 0.08% 77
2019
Q2 		$146K Hold
11,500
– – 0.07% 78
2019
Q1 		$141K Buy
+11,500
New +$141K 0.07% 73