Melfa Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Hold	33,542	–	–	0.18%	113
2025 Q4	$324K	Buy	33,542 +2,027	+6%	+$19.6K	0.19%	120
2025 Q3	$304K	Hold	31,515	–	–	0.18%	128
2025 Q2	$288K	Hold	31,515	–	–	0.18%	131
2025 Q1	$304K	Hold	31,515	–	–	0.21%	120
2024 Q4	$309K	Hold	31,515	–	–	0.21%	119
2024 Q3	$323K	Hold	31,515	–	–	0.21%	115
2024 Q2	$314K	Hold	31,515	–	–	0.22%	112
2024 Q1	$306K	Buy	31,515 +161	+0.5%	+$1.53K	0.22%	109
2023 Q4	$299K	Buy	31,354 +196	+0.6%	+$1.73K	0.28%	81
2023 Q3	$260K	Sell	31,158 -4,383	-12%	-$40.2K	0.28%	82
2023 Q2	$335K	Buy	35,541 +188	+0.5%	+$1.78K	0.34%	74
2023 Q1	$351K	Buy	35,353 +213	+0.6%	+$2.08K	0.35%	72
2022 Q4	$348K	Buy	+35,140	New	+$328K	0.36%	72