MWM
Mascoma Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04K | Hold |
320
| – | – | ﹤0.01% | 420 |
|
|
2025
Q1 | $3.19K | Hold |
320
| – | – | ﹤0.01% | 438 |
|
|
2024
Q4 | $3.23K | Hold |
320
| – | – | ﹤0.01% | 442 |
|
|
2024
Q3 | $3.38K | Hold |
320
| – | – | ﹤0.01% | 414 |
|
|
2024
Q2 | $3.29K | Hold |
320
| – | – | ﹤0.01% | 444 |
|
|
2024
Q1 | $3.16K | Hold |
320
| – | – | ﹤0.01% | 415 |
|
|
2023
Q4 | $3.17K | Hold |
320
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $2.72K | Hold |
320
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $3.03K | Hold |
320
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $3.14K | Hold |
320
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $3.22K | Hold |
320
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $3K | Hold |
320
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $3K | Buy |
+320
| New | +$3K | ﹤0.01% | 557 |
|