LexAurum Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,000
| Closed | -$154K | – | 351 |
|
|
2024
Q3 | $154K | Hold |
15,000
| – | – | 0.03% | 303 |
|
|
2024
Q2 | $151K | Hold |
15,000
| – | – | 0.04% | 288 |
|
|
2024
Q1 | $146K | Hold |
15,000
| – | – | 0.04% | 290 |
|
|
2023
Q4 | $144K | Sell |
15,000
-5,170
| -26% | -$49.7K | 0.04% | 289 |
|
|
2023
Q3 | $166K | Hold |
20,170
| – | – | 0.05% | 271 |
|
|
2023
Q2 | $191K | Hold |
20,170
| – | – | 0.06% | 255 |
|
|
2023
Q1 | $198K | Hold |
20,170
| – | – | 0.07% | 241 |
|
|
2022
Q4 | $200K | Hold |
20,170
| – | – | 0.07% | 234 |
|
|
2022
Q3 | $184K | Hold |
20,170
| – | – | 0.07% | 229 |
|
|
2022
Q2 | $208K | Hold |
20,170
| – | – | 0.08% | 228 |
|
|
2022
Q1 | $231K | Hold |
20,170
| – | – | 0.08% | 228 |
|
|
2021
Q4 | $279K | Hold |
20,170
| – | – | 0.09% | 205 |
|
|
2021
Q3 | $276K | Hold |
20,170
| – | – | 0.08% | 234 |
|
|
2021
Q2 | $274K | Buy |
+20,170
| New | +$274K | 0.08% | 239 |
|