Meridian Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,000
| Closed | -$93.5K | – | 616 |
|
|
2023
Q3 | $93.5K | Hold |
11,000
| – | – | 0.01% | 526 |
|
|
2023
Q2 | $107K | Hold |
11,000
| – | – | 0.01% | 527 |
|
|
2023
Q1 | $109K | Hold |
11,000
| – | – | 0.01% | 525 |
|
|
2022
Q4 | $111K | Hold |
11,000
| – | – | 0.01% | 509 |
|
|
2022
Q3 | $103K | Hold |
11,000
| – | – | 0.01% | 472 |
|
|
2022
Q2 | $116K | Hold |
11,000
| – | – | 0.01% | 535 |
|
|
2022
Q1 | $128K | Hold |
11,000
| – | – | 0.01% | 389 |
|
|
2021
Q4 | $154K | Hold |
11,000
| – | – | 0.02% | 394 |
|
|
2021
Q3 | $151K | Hold |
11,000
| – | – | 0.02% | 382 |
|
|
2021
Q2 | $154K | Hold |
11,000
| – | – | 0.02% | 374 |
|
|
2021
Q1 | $148K | Hold |
11,000
| – | – | 0.02% | 356 |
|
|
2020
Q4 | $145K | Hold |
11,000
| – | – | 0.02% | 330 |
|
|
2020
Q3 | $136K | Hold |
11,000
| – | – | 0.03% | 248 |
|
|
2020
Q2 | $132K | Hold |
11,000
| – | – | 0.04% | 214 |
|
|
2020
Q1 | $132K | Buy |
+11,000
| New | +$132K | 0.06% | 196 |
|