Keudell/Morrison Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
+44,250
| New | +$254K | 0.06% | 191 |
|
|
2024
Q3 | – | Sell |
-11,270
| Closed | -$71.6K | – | 227 |
|
|
2024
Q2 | $71.6K | Buy |
+11,270
| New | +$71.6K | 0.02% | 203 |
|
|
2023
Q4 | – | Sell |
-18,395
| Closed | -$107K | – | 194 |
|
|
2023
Q3 | $107K | Hold |
18,395
| – | – | 0.03% | 176 |
|
|
2023
Q2 | $115K | Sell |
18,395
-5,100
| -22% | -$31.8K | 0.03% | 184 |
|
|
2023
Q1 | $156K | Sell |
23,495
-11,500
| -33% | -$76.4K | 0.05% | 180 |
|
|
2022
Q4 | $218K | Sell |
34,995
-6,942
| -17% | -$43.3K | 0.07% | 175 |
|
|
2022
Q3 | $246K | Buy |
41,937
+13,185
| +46% | +$77.3K | 0.09% | 156 |
|
|
2022
Q2 | $185K | Buy |
+28,752
| New | +$185K | 0.07% | 168 |
|