Kestra Advisory Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $203K | Sell |
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|
2025
Q2 | $194K | Sell |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | $181K | Buy |
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|
2024
Q3 | $117K | Sell |
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|
2024
Q2 | $164K | Buy |
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|
2024
Q1 | $153K | Buy |
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|
2023
Q4 | $148K | Buy |
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|
2023
Q3 | $118K | Buy |
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|
2023
Q2 | $134K | Sell |
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|
2023
Q1 | $186K | Buy |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $741K | Buy |
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|
2020
Q3 | $229K | Buy |
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