Laird Norton Wetherby Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,347
| Closed | -$112K | – | 968 |
|
|
2023
Q4 | $112K | Buy |
+11,347
| New | +$112K | 0.01% | 880 |
|
|
2017
Q3 | – | Sell |
-11,082
| Closed | -$149K | – | 644 |
|
|
2017
Q2 | $149K | Sell |
11,082
-3,573
| -24% | -$48K | 0.03% | 546 |
|
|
2017
Q1 | $190K | Buy |
+14,655
| New | +$190K | 0.03% | 532 |
|
|
2016
Q3 | – | Sell |
-10,202
| Closed | -$152K | – | 534 |
|
|
2016
Q2 | $152K | Buy |
+10,202
| New | +$152K | 0.03% | 486 |
|