NewEdge Advisors’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $418K | Buy |
45,650
+574
| +1% | +$5.25K | ﹤0.01% | 1805 |
|
2025
Q1 | $435K | Sell |
45,076
-3,852
| -8% | -$37.2K | ﹤0.01% | 1659 |
|
2024
Q4 | $480K | Buy |
48,928
+1,470
| +3% | +$14.4K | ﹤0.01% | 1585 |
|
2024
Q3 | $487K | Sell |
47,458
-3,565
| -7% | -$36.6K | ﹤0.01% | 1499 |
|
2024
Q2 | $508K | Buy |
51,023
+596
| +1% | +$5.94K | ﹤0.01% | 1415 |
|
2024
Q1 | $489K | Buy |
50,427
+9,704
| +24% | +$94.1K | ﹤0.01% | 1362 |
|
2023
Q4 | $380K | Sell |
40,723
-193
| -0.5% | -$1.8K | ﹤0.01% | 1437 |
|
2023
Q3 | $341K | Buy |
40,916
+37,145
| +985% | +$310K | ﹤0.01% | 1362 |
|
2023
Q2 | $35.6K | Hold |
3,771
| – | – | ﹤0.01% | 2203 |
|
2023
Q1 | $37.4K | Hold |
3,771
| – | – | ﹤0.01% | 2114 |
|
2022
Q4 | $37 | Sell |
3,771
-10,400
| -73% | -$102 | ﹤0.01% | 3513 |
|
2022
Q3 | $129K | Sell |
14,171
-7,300
| -34% | -$66.5K | ﹤0.01% | 1420 |
|
2022
Q2 | $218K | Sell |
21,471
-18,300
| -46% | -$186K | ﹤0.01% | 1360 |
|
2022
Q1 | $457K | Buy |
39,771
+600
| +2% | +$6.89K | 0.01% | 869 |
|
2021
Q4 | $526K | Buy |
+39,171
| New | +$526K | 0.01% | 1052 |
|