Meristem Family Wealth’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $165K | Sell |
14,400
-1,800
| -11% | -$20.6K | 0.02% | 331 |
|
|
2021
Q4 | $224K | Hold |
16,200
| – | – | 0.02% | 349 |
|
|
2021
Q3 | $222K | Buy |
+16,200
| New | +$222K | 0.02% | 373 |
|
|
2021
Q2 | – | Sell |
-16,200
| Closed | -$214K | – | 340 |
|
|
2021
Q1 | $214K | Buy |
+16,200
| New | +$214K | 0.04% | 225 |
|
|
2020
Q4 | – | Sell |
-16,200
| Closed | -$198K | – | 241 |
|
|
2020
Q3 | $198K | Hold |
16,200
| – | – | 0.05% | 190 |
|
|
2020
Q2 | $192K | Hold |
16,200
| – | – | 0.05% | 186 |
|
|
2020
Q1 | $185K | Hold |
16,200
| – | – | 0.06% | 172 |
|
|
2019
Q4 | $200K | Hold |
16,200
| – | – | 0.05% | 191 |
|
|
2019
Q3 | $203K | Sell |
16,200
-4,274
| -21% | -$53.6K | 0.05% | 188 |
|
|
2019
Q2 | $252K | Buy |
+20,474
| New | +$252K | 0.08% | 137 |
|