LGWM
VCV icon

Litman Gregory Wealth Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-260
Closed -$3K 183
2021
Q1
$3K Hold
260
﹤0.01% 178
2020
Q4
$3K Sell
260
-2,100
-89% -$24.2K ﹤0.01% 179
2020
Q3
$29K Buy
+2,360
New +$29K 0.01% 110