Merriman 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
2019
Q3
Sell
-21,584
Closed -$2.72K 198
2019
Q2
$2.72K Sell
21,584
-6,000
-22% -$757 0.05% 156
2019
Q1
$342K Sell
27,584
-13,847
-33% -$172K 0.06% 155
2018
Q4
$485K Buy
+41,431
New +$485K 0.1% 92