Kestra Advisory Services’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 | $2.99M | Buy |
326,003
+17,396
| +6% | +$160K | 0.01% | 871 |
|
|
2025
Q1 | $2.93M | Buy |
308,607
+63,028
| +26% | +$598K | 0.01% | 807 |
|
|
2024
Q4 | $2.39M | Buy |
245,579
+46,893
| +24% | +$456K | 0.01% | 913 |
|
|
2024
Q3 | $2.04M | Buy |
198,686
+187,444
| +1,667% | +$1.93M | 0.01% | 941 |
|
|
2024
Q2 | $113K | Buy |
11,242
+127
| +1% | +$1.28K | ﹤0.01% | 2498 |
|
|
2024
Q1 | $108K | Buy |
+11,115
| New | +$108K | ﹤0.01% | 2366 |
|
|
2023
Q2 | – | Sell |
-12,581
| Closed | -$123K | – | 2198 |
|
|
2023
Q1 | $123K | Buy |
12,581
+148
| +1% | +$1.45K | ﹤0.01% | 1929 |
|
|
2022
Q4 | $123K | Sell |
12,433
-11,139
| -47% | -$110K | ﹤0.01% | 2115 |
|
|
2022
Q3 | $215K | Buy |
23,572
+2,282
| +11% | +$20.8K | ﹤0.01% | 1832 |
|
|
2022
Q2 | $220K | Buy |
21,290
+1,025
| +5% | +$10.6K | ﹤0.01% | 1847 |
|
|
2022
Q1 | $232K | Buy |
20,265
+1,934
| +11% | +$22.1K | ﹤0.01% | 1752 |
|
|
2021
Q4 | $253K | Sell |
18,331
-275
| -1% | -$3.8K | ﹤0.01% | 1714 |
|
|
2021
Q3 | $255K | Buy |
+18,606
| New | +$255K | ﹤0.01% | 1805 |
|
|
2021
Q1 | – | Sell |
-62,906
| Closed | -$802K | – | 2073 |
|
|
2020
Q4 | $802K | Buy |
+62,906
| New | +$802K | 0.01% | 969 |
|