Laird Norton Wetherby Wealth Management’s Invesco Value Municipal Income Trust IIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,090
| Closed | -$157K | – | 933 |
|
|
2023
Q3 | $157K | Sell |
15,090
-851
| -5% | -$8.85K | 0.01% | 838 |
|
|
2023
Q2 | $188K | Buy |
15,941
+1,021
| +7% | +$12.1K | 0.01% | 863 |
|
|
2023
Q1 | $182K | Sell |
14,920
-15
| -0.1% | -$183 | 0.01% | 839 |
|
|
2022
Q4 | $180K | Buy |
+14,935
| New | +$180K | 0.01% | 813 |
|
|
2018
Q4 | – | Sell |
-10,676
| Closed | -$148K | – | 660 |
|
|
2018
Q3 | $148K | Hold |
10,676
| – | – | 0.02% | 640 |
|
|
2018
Q2 | $151K | Buy |
10,676
+588
| +6% | +$8.32K | 0.02% | 618 |
|
|
2018
Q1 | $146K | Buy |
+10,088
| New | +$146K | 0.02% | 621 |
|