LWL
Leo Wealth LLC’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
234,554
+58,796
| +33% | +$558K | 0.17% | 104 |
|
|
2025
Q1 | $1.75M | Sell |
175,758
-45,892
| -21% | -$457K | 0.25% | 77 |
|
|
2024
Q4 | $2.24M | Buy |
221,650
+3,527
| +2% | +$35.6K | 0.2% | 87 |
|
|
2024
Q3 | $2.3M | Buy |
218,123
+22,415
| +11% | +$237K | 0.21% | 83 |
|
|
2024
Q2 | $2.01M | Buy |
195,708
+28,473
| +17% | +$292K | 0.21% | 84 |
|
|
2024
Q1 | $1.65M | Buy |
167,235
+14,713
| +10% | +$145K | 0.17% | 106 |
|
|
2023
Q4 | $1.51M | Buy |
+152,522
| New | +$1.51M | 0.16% | 102 |
|