Lehman Financial Resources’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-292
| Closed | -$3K | – | 339 |
|
|
2015
Q3 | $3K | Hold |
292
| – | – | ﹤0.01% | 399 |
|
|
2015
Q2 | $3K | Hold |
292
| – | – | ﹤0.01% | 382 |
|
|
2015
Q1 | $4K | Hold |
292
| – | – | ﹤0.01% | 368 |
|
|
2014
Q4 | $4K | Hold |
292
| – | – | ﹤0.01% | 358 |
|
|
2014
Q3 | $4K | Hold |
292
| – | – | ﹤0.01% | 367 |
|
|
2014
Q2 | $4K | Hold |
292
| – | – | ﹤0.01% | 355 |
|
|
2014
Q1 | $4K | Hold |
292
| – | – | ﹤0.01% | 350 |
|
|
2013
Q4 | $4K | Hold |
292
| – | – | ﹤0.01% | 335 |
|
|
2013
Q3 | $4K | Hold |
292
| – | – | ﹤0.01% | 329 |
|
|
2013
Q2 | $4K | Buy |
+292
| New | +$4K | ﹤0.01% | 295 |
|