KWA
Kingswood Wealth Advisors’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,130
| Closed | -$327K | – | 896 |
|
|
2024
Q3 | $327K | Hold |
35,130
| – | – | 0.02% | 556 |
|
|
2024
Q2 | $312K | Buy |
35,130
+3,000
| +9% | +$26.6K | 0.03% | 507 |
|
|
2024
Q1 | $273K | Buy |
32,130
+10,850
| +51% | +$92.2K | 0.03% | 510 |
|
|
2023
Q4 | $180K | Buy |
+21,280
| New | +$180K | 0.02% | 589 |
|