Modera Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,633
| Closed | -$103K | – | 593 |
|
|
2024
Q1 | $103K | Hold |
10,633
| – | – | ﹤0.01% | 558 |
|
|
2023
Q4 | $102K | Hold |
10,633
| – | – | ﹤0.01% | 512 |
|
|
2023
Q3 | $87.5K | Hold |
10,633
| – | – | ﹤0.01% | 536 |
|
|
2023
Q2 | $101K | Buy |
10,633
+121
| +1% | +$1.15K | ﹤0.01% | 547 |
|
|
2023
Q1 | $103K | Hold |
10,512
| – | – | ﹤0.01% | 348 |
|
|
2022
Q4 | $104K | Hold |
10,512
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $96K | Hold |
10,512
| – | – | ﹤0.01% | 305 |
|
|
2022
Q2 | $109K | Hold |
10,512
| – | – | 0.01% | 326 |
|
|
2022
Q1 | $120K | Buy |
+10,512
| New | +$120K | 0.01% | 345 |
|