Modera Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11,640
| Closed | -$79.9K | – | 636 |
|
2024
Q3 | $79.9K | Sell |
11,640
-4,123
| -26% | -$28.3K | ﹤0.01% | 596 |
|
2024
Q2 | $100K | Hold |
15,763
| – | – | ﹤0.01% | 563 |
|
2024
Q1 | $103K | Hold |
15,763
| – | – | ﹤0.01% | 559 |
|
2023
Q4 | $100K | Hold |
15,763
| – | – | ﹤0.01% | 514 |
|
2023
Q3 | $91.6K | Buy |
+15,763
| New | +$91.6K | ﹤0.01% | 534 |
|