Kings Point Capital Management’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
2022
Q1
$14K Hold
1,170
﹤0.01% 536
2021
Q4
$16K Hold
1,170
﹤0.01% 572
2021
Q3
$16K Hold
1,170
﹤0.01% 508
2021
Q2
$16K Hold
1,170
﹤0.01% 477
2021
Q1
$16K Hold
1,170
﹤0.01% 465
2020
Q4
$15K Buy
+1,170
New +$15K ﹤0.01% 456
2020
Q3
Sell
-1,170
Closed -$14K 496
2020
Q2
$14K Hold
1,170
﹤0.01% 408
2020
Q1
$14K Hold
1,170
﹤0.01% 404
2019
Q4
$15K Hold
1,170
﹤0.01% 441
2019
Q3
$15K Hold
1,170
﹤0.01% 426
2019
Q2
$15K Hold
1,170
﹤0.01% 382
2019
Q1
$14K Hold
1,170
﹤0.01% 336
2018
Q4
$13K Hold
1,170
﹤0.01% 332
2018
Q3
$14K Hold
1,170
﹤0.01% 340
2018
Q2
$14K Hold
1,170
﹤0.01% 342
2018
Q1
$14K Hold
1,170
﹤0.01% 345
2017
Q4
$15K Hold
1,170
﹤0.01% 342
2017
Q3
$16K Hold
1,170
﹤0.01% 320
2017
Q2
$16K Hold
1,170
﹤0.01% 302
2017
Q1
$15K Hold
1,170
﹤0.01% 320
2016
Q4
$15K Hold
1,170
﹤0.01% 285
2016
Q3
$16K Hold
1,170
﹤0.01% 276
2016
Q2
$17K Hold
1,170
﹤0.01% 269
2016
Q1
$16K Buy
+1,170
New +$16K ﹤0.01% 282
2015
Q4
Sell
-1,170
Closed -$15K 382
2015
Q3
$15K Hold
1,170
﹤0.01% 332
2015
Q2
$15K Hold
1,170
﹤0.01% 324
2015
Q1
$16K Hold
1,170
﹤0.01% 324
2014
Q4
$16K Hold
1,170
﹤0.01% 305
2014
Q3
$15K Hold
1,170
﹤0.01% 280
2014
Q2
$15K Hold
1,170
﹤0.01% 291
2014
Q1
$15K Hold
1,170
﹤0.01% 243
2013
Q4
$14K Hold
1,170
﹤0.01% 237
2013
Q3
$15K Hold
1,170
0.01% 238
2013
Q2
$16K Buy
+1,170
New +$16K 0.01% 240