LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
189,846
-343,053
| -64% | -$3.15M | ﹤0.01% | 3234 |
|
|
2025
Q1 | $5.06M | Buy |
532,899
+80,657
| +18% | +$765K | ﹤0.01% | 2132 |
|
|
2024
Q4 | $4.4M | Buy |
452,242
+308,518
| +215% | +$3M | ﹤0.01% | 2178 |
|
|
2024
Q3 | $1.48M | Sell |
143,724
-186,092
| -56% | -$1.91M | ﹤0.01% | 2983 |
|
|
2024
Q2 | $3.32M | Sell |
329,816
-12,683
| -4% | -$128K | ﹤0.01% | 2163 |
|
|
2024
Q1 | $3.33M | Buy |
342,499
+24,458
| +8% | +$238K | ﹤0.01% | 2086 |
|
|
2023
Q4 | $3.06M | Buy |
318,041
+132,042
| +71% | +$1.27M | ﹤0.01% | 2056 |
|
|
2023
Q3 | $1.53M | Buy |
185,999
+895
| +0.5% | +$7.37K | ﹤0.01% | 2529 |
|
|
2023
Q2 | $1.75M | Buy |
185,104
+401
| +0.2% | +$3.79K | ﹤0.01% | 2346 |
|
|
2023
Q1 | $1.81M | Buy |
184,703
+87,629
| +90% | +$860K | ﹤0.01% | 2217 |
|
|
2022
Q4 | $962K | Buy |
97,074
+26,626
| +38% | +$264K | ﹤0.01% | 2673 |
|
|
2022
Q3 | $642K | Sell |
70,448
-18,616
| -21% | -$170K | ﹤0.01% | 2909 |
|
|
2022
Q2 | $920K | Buy |
89,064
+13,446
| +18% | +$139K | ﹤0.01% | 2625 |
|
|
2022
Q1 | $866K | Buy |
75,618
+7,307
| +11% | +$83.7K | ﹤0.01% | 2720 |
|
|
2021
Q4 | $943K | Buy |
68,311
+987
| +1% | +$13.6K | ﹤0.01% | 2698 |
|
|
2021
Q3 | $922K | Buy |
67,324
+13,415
| +25% | +$184K | ﹤0.01% | 2667 |
|
|
2021
Q2 | $733K | Sell |
53,909
-3,566
| -6% | -$48.5K | ﹤0.01% | 2821 |
|
|
2021
Q1 | $758K | Sell |
57,475
-5,260
| -8% | -$69.4K | ﹤0.01% | 2651 |
|
|
2020
Q4 | $804K | Sell |
62,735
-907
| -1% | -$11.6K | ﹤0.01% | 2357 |
|
|
2020
Q3 | $778K | Buy |
63,642
+1,781
| +3% | +$21.8K | ﹤0.01% | 2114 |
|
|
2020
Q2 | $734K | Buy |
61,861
+6,049
| +11% | +$71.8K | ﹤0.01% | 2069 |
|
|
2020
Q1 | $639K | Buy |
55,812
+11,322
| +25% | +$130K | ﹤0.01% | 1931 |
|
|
2019
Q4 | $550K | Buy |
44,490
+5,543
| +14% | +$68.5K | ﹤0.01% | 2291 |
|
|
2019
Q3 | $487K | Sell |
38,947
-14,183
| -27% | -$177K | ﹤0.01% | 2279 |
|
|
2019
Q2 | $653K | Sell |
53,130
-3,246
| -6% | -$39.9K | ﹤0.01% | 2044 |
|
|
2019
Q1 | $673K | Buy |
56,376
+1,444
| +3% | +$17.2K | ﹤0.01% | 1951 |
|
|
2018
Q4 | $614K | Buy |
54,932
+13,169
| +32% | +$147K | ﹤0.01% | 1876 |
|
|
2018
Q3 | $478K | Sell |
41,763
-7,645
| -15% | -$87.5K | ﹤0.01% | 2259 |
|
|
2018
Q2 | $580K | Sell |
49,408
-31,423
| -39% | -$369K | ﹤0.01% | 2053 |
|
|
2018
Q1 | $947K | Buy |
80,831
+27,063
| +50% | +$317K | ﹤0.01% | 1633 |
|
|
2017
Q4 | $667K | Sell |
53,768
-26,802
| -33% | -$332K | ﹤0.01% | 1798 |
|
|
2017
Q3 | $1.05M | Sell |
80,570
-80,137
| -50% | -$1.04M | ﹤0.01% | 1392 |
|
|
2017
Q2 | $2.1M | Sell |
160,707
-205,790
| -56% | -$2.69M | 0.01% | 903 |
|
|
2017
Q1 | $4.77M | Buy |
366,497
+23,960
| +7% | +$312K | 0.03% | 441 |
|
|
2016
Q4 | $4.38M | Sell |
342,537
-32,075
| -9% | -$410K | 0.03% | 456 |
|
|
2016
Q3 | $5.24M | Sell |
374,612
-15,304
| -4% | -$214K | 0.05% | 363 |
|
|
2016
Q2 | $5.83M | Sell |
389,916
-264,380
| -40% | -$3.95M | 0.05% | 322 |
|
|
2016
Q1 | $9.23M | Buy |
654,296
+110,196
| +20% | +$1.55M | 0.03% | 469 |
|
|
2015
Q4 | $7.23M | Buy |
544,100
+278,539
| +105% | +$3.7M | 0.02% | 554 |
|
|
2015
Q3 | $3.34M | Buy |
265,561
+12,242
| +5% | +$154K | 0.02% | 611 |
|
|
2015
Q2 | $3.1M | Buy |
253,319
+25,412
| +11% | +$311K | 0.02% | 711 |
|
|
2015
Q1 | $2.97M | Sell |
227,907
-1,662
| -0.7% | -$21.6K | 0.02% | 728 |
|
|
2014
Q4 | $2.95M | Sell |
229,569
-22,908
| -9% | -$295K | 0.02% | 707 |
|
|
2014
Q3 | $3.18M | Sell |
252,477
-4,463
| -2% | -$56.2K | 0.02% | 636 |
|
|
2014
Q2 | $3.24M | Sell |
256,940
-10,316
| -4% | -$130K | 0.02% | 646 |
|
|
2014
Q1 | $3.26M | Sell |
267,256
-33,331
| -11% | -$407K | 0.02% | 601 |
|
|
2013
Q4 | $3.52M | Sell |
300,587
-34,675
| -10% | -$406K | 0.02% | 566 |
|
|
2013
Q3 | $3.81M | Sell |
335,262
-26,627
| -7% | -$302K | 0.03% | 508 |
|
|
2013
Q2 | $4.71M | Buy |
+361,889
| New | +$4.71M | 0.03% | 390 |
|