Meristem Family Wealth’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $155K | Sell |
13,500
-2,100
| -13% | -$24.1K | 0.02% | 333 |
|
|
2021
Q4 | $210K | Hold |
15,600
| – | – | 0.02% | 362 |
|
|
2021
Q3 | $209K | Buy |
+15,600
| New | +$209K | 0.02% | 394 |
|
|
2021
Q2 | – | Sell |
-15,600
| Closed | -$206K | – | 339 |
|
|
2021
Q1 | $206K | Buy |
+15,600
| New | +$206K | 0.04% | 232 |
|
|
2020
Q4 | – | Sell |
-15,600
| Closed | -$187K | – | 240 |
|
|
2020
Q3 | $187K | Hold |
15,600
| – | – | 0.05% | 193 |
|
|
2020
Q2 | $183K | Hold |
15,600
| – | – | 0.05% | 188 |
|
|
2020
Q1 | $183K | Hold |
15,600
| – | – | 0.06% | 174 |
|
|
2019
Q4 | $193K | Hold |
15,600
| – | – | 0.05% | 193 |
|
|
2019
Q3 | $197K | Sell |
15,600
-2,134
| -12% | -$26.9K | 0.05% | 190 |
|
|
2019
Q2 | $218K | Buy |
+17,734
| New | +$218K | 0.07% | 153 |
|