LWP
Legacy Wealth Planning’s Invesco Value Municipal Income Trust IIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $226K | Hold |
19,665
| – | – | 0.37% | 62 |
|
|
2022
Q2 | $253K | Hold |
19,665
| – | – | 0.36% | 65 |
|
|
2022
Q1 | $274K | Sell |
19,665
-6,902
| -26% | -$96.2K | 0.32% | 62 |
|
|
2021
Q4 | $453K | Sell |
26,567
-150
| -0.6% | -$2.56K | 0.52% | 42 |
|
|
2021
Q3 | $436K | Hold |
26,717
| – | – | 0.49% | 47 |
|
|
2021
Q2 | $441K | Hold |
26,717
| – | – | 0.5% | 46 |
|
|
2021
Q1 | $419K | Hold |
26,717
| – | – | 0.53% | 47 |
|
|
2020
Q4 | $418K | Hold |
26,717
| – | – | 0.54% | 40 |
|
|
2020
Q3 | $393K | Buy |
26,717
+6,070
| +29% | +$89.3K | 0.45% | 42 |
|
|
2020
Q2 | $298K | Hold |
20,647
| – | – | 0.35% | 47 |
|
|
2020
Q1 | $292K | Hold |
20,647
| – | – | 0.47% | 43 |
|
|
2019
Q4 | $316K | Buy |
+20,647
| New | +$316K | 0.36% | 49 |
|