Key Financial Inc’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77K | Hold |
608
| – | – | ﹤0.01% | 1002 |
|
|
2025
Q1 | $6.06K | Hold |
608
| – | – | ﹤0.01% | 949 |
|
|
2024
Q4 | $6.14K | Hold |
608
| – | – | ﹤0.01% | 927 |
|
|
2024
Q3 | $6.42K | Hold |
608
| – | – | ﹤0.01% | 911 |
|
|
2024
Q2 | $6.24K | Hold |
608
| – | – | ﹤0.01% | 898 |
|
|
2024
Q1 | $6K | Hold |
608
| – | – | ﹤0.01% | 891 |
|
|
2023
Q4 | $6.01K | Hold |
608
| – | – | ﹤0.01% | 873 |
|
|
2023
Q3 | $5.17K | Hold |
608
| – | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $5.9K | Hold |
608
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $6.04K | Hold |
608
| – | – | ﹤0.01% | 789 |
|
|
2022
Q4 | $5.69K | Hold |
608
| – | – | ﹤0.01% | 765 |
|
|
2022
Q3 | $6K | Hold |
608
| – | – | ﹤0.01% | 770 |
|
|
2022
Q2 | $6K | Hold |
608
| – | – | ﹤0.01% | 774 |
|
|
2022
Q1 | $7K | Hold |
608
| – | – | ﹤0.01% | 737 |
|
|
2021
Q4 | $8K | Hold |
608
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $8K | Hold |
608
| – | – | ﹤0.01% | 637 |
|
|
2021
Q2 | $9K | Hold |
608
| – | – | 0.01% | 603 |
|
|
2021
Q1 | $8K | Hold |
608
| – | – | 0.01% | 534 |
|
|
2020
Q4 | $8K | Buy |
+608
| New | +$8K | 0.01% | 496 |
|
|
2020
Q2 | – | Sell |
-608
| Closed | -$7K | – | 618 |
|
|
2020
Q1 | $7K | Buy |
+608
| New | +$7K | 0.01% | 475 |
|