Kingswood Wealth Advisors’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
2024
Q4
Sell
-32,120
Closed -$330K 898
2024
Q3
$330K Hold
32,120
0.02% 555
2024
Q2
$324K Buy
32,120
+2,715
+9% +$27.4K 0.03% 497
2024
Q1
$286K Buy
29,405
+7,850
+36% +$76.4K 0.03% 494
2023
Q4
$207K Buy
+21,555
New +$207K 0.02% 571