Kercheville Advisors’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $169K | Hold |
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|
2025
Q2 | $166K | Hold |
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|
2025
Q1 | $170K | Sell |
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|
2024
Q4 | $186K | Hold |
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|
2024
Q3 | $185K | Hold |
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|
2024
Q2 | $177K | Hold |
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|
2024
Q1 | $169K | Hold |
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|
2023
Q4 | $167K | Hold |
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|
2023
Q3 | $143K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $173K | Hold |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $153K | Hold |
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|
2022
Q2 | $180K | Hold |
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|
2022
Q1 | $188K | Hold |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $225K | Buy |
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