Modera Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,068
| Closed | -$97.7K | – | 591 |
|
|
2024
Q1 | $97.7K | Hold |
10,068
| – | – | ﹤0.01% | 560 |
|
|
2023
Q4 | $95.9K | Hold |
10,068
| – | – | ﹤0.01% | 516 |
|
|
2023
Q3 | $84K | Hold |
10,068
| – | – | ﹤0.01% | 537 |
|
|
2023
Q2 | $94.9K | Hold |
10,068
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $99.9K | Hold |
10,068
| – | – | ﹤0.01% | 350 |
|
|
2022
Q4 | $99.7K | Hold |
10,068
| – | – | ﹤0.01% | 338 |
|
|
2022
Q3 | $92K | Hold |
10,068
| – | – | ﹤0.01% | 306 |
|
|
2022
Q2 | $102K | Hold |
10,068
| – | – | ﹤0.01% | 327 |
|
|
2022
Q1 | $116K | Buy |
+10,068
| New | +$116K | 0.01% | 346 |
|