Lido Advisors’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
99,942
| – | – | ﹤0.01% | 750 |
|
|
2025
Q1 | $1.04M | Hold |
99,942
| – | – | ﹤0.01% | 714 |
|
|
2024
Q4 | $1.05M | Hold |
99,942
| – | – | ﹤0.01% | 693 |
|
|
2024
Q3 | $1.15M | Sell |
99,942
-1,100
| -1% | -$12.7K | 0.01% | 600 |
|
|
2024
Q2 | $1.14M | Sell |
101,042
-31,800
| -24% | -$357K | 0.01% | 565 |
|
|
2024
Q1 | $1.43M | Sell |
132,842
-37,539
| -22% | -$404K | 0.01% | 488 |
|
|
2023
Q4 | $1.77M | Buy |
+170,381
| New | +$1.77M | 0.01% | 413 |
|