Kercheville Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
16,067
+1,000
| +7% | +$9.18K | 0.05% | 96 |
|
|
2025
Q1 | $143K | Hold |
15,067
| – | – | 0.06% | 82 |
|
|
2024
Q4 | $146K | Hold |
15,067
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $155K | Buy |
15,067
+2,000
| +15% | +$20.5K | 0.07% | 80 |
|
|
2024
Q2 | $132K | Hold |
13,067
| – | – | 0.06% | 79 |
|
|
2024
Q1 | $127K | Hold |
13,067
| – | – | 0.06% | 80 |
|
|
2023
Q4 | $126K | Hold |
13,067
| – | – | 0.07% | 74 |
|
|
2023
Q3 | $108K | Hold |
13,067
| – | – | 0.07% | 69 |
|
|
2023
Q2 | $124K | Hold |
13,067
| – | – | 0.07% | 71 |
|
|
2023
Q1 | $128K | Hold |
13,067
| – | – | 0.09% | 70 |
|
|
2022
Q4 | $129K | Hold |
13,067
| – | – | 0.09% | 77 |
|
|
2022
Q3 | $119K | Hold |
13,067
| – | – | 0.12% | 72 |
|
|
2022
Q2 | $135K | Hold |
13,067
| – | – | 0.09% | 83 |
|
|
2022
Q1 | $150K | Hold |
13,067
| – | – | 0.07% | 99 |
|
|
2021
Q4 | $180K | Hold |
13,067
| – | – | 0.08% | 109 |
|
|
2021
Q3 | $179K | Hold |
13,067
| – | – | 0.08% | 103 |
|
|
2021
Q2 | $178K | Hold |
13,067
| – | – | 0.08% | 110 |
|
|
2021
Q1 | $172K | Hold |
13,067
| – | – | 0.09% | 108 |
|
|
2020
Q4 | $168K | Buy |
+13,067
| New | +$168K | 0.09% | 100 |
|