LWP
VTA
Lumature Wealth Partners’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-25,330
| Closed | -$296K | – | 417 |
|
|
2021
Q3 | $296K | Hold |
25,330
| – | – | 0.12% | 119 |
|
|
2021
Q2 | $300K | Hold |
25,330
| – | – | 0.12% | 113 |
|
|
2021
Q1 | $288K | Hold |
25,330
| – | – | 0.15% | 104 |
|
|
2020
Q4 | $272K | Buy |
+25,330
| New | +$272K | 0.26% | 107 |
|