Laird Norton Wetherby Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,508
| Closed | -$110K | – | 969 |
|
|
2023
Q4 | $110K | Buy |
+11,508
| New | +$110K | 0.01% | 883 |
|
|
2017
Q3 | – | Sell |
-13,188
| Closed | -$169K | – | 645 |
|
|
2017
Q2 | $169K | Sell |
13,188
-4,252
| -24% | -$54.5K | 0.03% | 540 |
|
|
2017
Q1 | $219K | Buy |
+17,440
| New | +$219K | 0.04% | 502 |
|
|
2016
Q3 | – | Sell |
-12,087
| Closed | -$172K | – | 536 |
|
|
2016
Q2 | $172K | Buy |
+12,087
| New | +$172K | 0.04% | 471 |
|