Laird Norton Wetherby Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $156K | Sell |
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|
2023
Q2 | $191K | Buy |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $109K | Hold |
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|
2022
Q1 | $121K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $134K | Sell |
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|
2020
Q3 | $147K | Buy |
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|
2020
Q2 | $137K | Sell |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $134K | Sell |
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|
2019
Q2 | $141K | Hold |
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|
2019
Q1 | $137K | Sell |
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|
2018
Q4 | $215K | Buy |
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|
2018
Q3 | $212K | Hold |
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|
2018
Q2 | $217K | Buy |
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|
2018
Q1 | $208K | Buy |
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|
2017
Q4 | $176K | Buy |
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|
2017
Q3 | $170K | Hold |
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|
2017
Q2 | $171K | Sell |
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|
2017
Q1 | $225K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $180K | Buy |
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