Laird Norton Wetherby Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,697
| Closed | -$112K | – | 970 |
|
|
2023
Q4 | $112K | Sell |
11,697
-7,250
| -38% | -$69.7K | 0.01% | 879 |
|
|
2023
Q3 | $156K | Sell |
18,947
-1,257
| -6% | -$10.3K | 0.01% | 839 |
|
|
2023
Q2 | $191K | Buy |
20,204
+1,151
| +6% | +$10.9K | 0.01% | 857 |
|
|
2023
Q1 | $187K | Sell |
19,053
-66
| -0.3% | -$647 | 0.01% | 834 |
|
|
2022
Q4 | $189K | Buy |
19,119
+8,527
| +81% | +$84.5K | 0.01% | 802 |
|
|
2022
Q3 | $96K | Hold |
10,592
| – | – | 0.01% | 845 |
|
|
2022
Q2 | $109K | Hold |
10,592
| – | – | 0.01% | 866 |
|
|
2022
Q1 | $121K | Buy |
+10,592
| New | +$121K | 0.01% | 884 |
|
|
2021
Q1 | – | Sell |
-10,414
| Closed | -$134K | – | 878 |
|
|
2020
Q4 | $134K | Sell |
10,414
-1,605
| -13% | -$20.7K | 0.01% | 842 |
|
|
2020
Q3 | $147K | Buy |
12,019
+404
| +3% | +$4.94K | 0.01% | 667 |
|
|
2020
Q2 | $137K | Sell |
11,615
-483
| -4% | -$5.7K | 0.01% | 677 |
|
|
2020
Q1 | $139K | Buy |
+12,098
| New | +$139K | 0.02% | 611 |
|
|
2019
Q4 | – | Sell |
-10,692
| Closed | -$134K | – | 719 |
|
|
2019
Q3 | $134K | Sell |
10,692
-790
| -7% | -$9.9K | 0.01% | 684 |
|
|
2019
Q2 | $141K | Hold |
11,482
| – | – | 0.02% | 664 |
|
|
2019
Q1 | $137K | Sell |
11,482
-7,716
| -40% | -$92.1K | 0.02% | 641 |
|
|
2018
Q4 | $215K | Buy |
19,198
+694
| +4% | +$7.77K | 0.03% | 564 |
|
|
2018
Q3 | $212K | Hold |
18,504
| – | – | 0.03% | 614 |
|
|
2018
Q2 | $217K | Buy |
18,504
+747
| +4% | +$8.76K | 0.03% | 579 |
|
|
2018
Q1 | $208K | Buy |
17,757
+3,573
| +25% | +$41.9K | 0.03% | 599 |
|
|
2017
Q4 | $176K | Buy |
14,184
+1,091
| +8% | +$13.5K | 0.02% | 608 |
|
|
2017
Q3 | $170K | Hold |
13,093
| – | – | 0.03% | 583 |
|
|
2017
Q2 | $171K | Sell |
13,093
-4,218
| -24% | -$55.1K | 0.03% | 538 |
|
|
2017
Q1 | $225K | Buy |
+17,311
| New | +$225K | 0.04% | 495 |
|
|
2016
Q3 | – | Sell |
-12,095
| Closed | -$180K | – | 537 |
|
|
2016
Q2 | $180K | Buy |
+12,095
| New | +$180K | 0.04% | 469 |
|