Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Hold |
72,313
| – | – | ﹤0.01% | 1449 |
|
|
2025
Q1 | $435K | Sell |
72,313
-2,900
| -4% | -$17.5K | ﹤0.01% | 1384 |
|
|
2024
Q4 | $444K | Sell |
75,213
-300
| -0.4% | -$1.77K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $518K | Hold |
75,513
| – | – | ﹤0.01% | 1284 |
|
|
2024
Q2 | $480K | Sell |
75,513
-3,558
| -4% | -$22.6K | ﹤0.01% | 1260 |
|
|
2024
Q1 | $516K | Buy |
79,071
+47
| +0.1% | +$307 | ﹤0.01% | 1235 |
|
|
2023
Q4 | $502K | Sell |
79,024
-2,152
| -3% | -$13.7K | ﹤0.01% | 1201 |
|
|
2023
Q3 | $472K | Sell |
81,176
-905
| -1% | -$5.26K | ﹤0.01% | 1179 |
|
|
2023
Q2 | $512K | Sell |
82,081
-4,957
| -6% | -$30.9K | ﹤0.01% | 1149 |
|
|
2023
Q1 | $578K | Sell |
87,038
-5,540
| -6% | -$36.8K | ﹤0.01% | 1079 |
|
|
2022
Q4 | $578K | Sell |
92,578
-40,031
| -30% | -$250K | ﹤0.01% | 1052 |
|
|
2022
Q3 | $778K | Buy |
132,609
+7,067
| +6% | +$41.5K | ﹤0.01% | 902 |
|
|
2022
Q2 | $810K | Sell |
125,542
-102,596
| -45% | -$662K | ﹤0.01% | 884 |
|
|
2022
Q1 | $1.62M | Sell |
228,138
-6,994
| -3% | -$49.6K | ﹤0.01% | 691 |
|
|
2021
Q4 | $1.88M | Buy |
235,132
+13,625
| +6% | +$109K | ﹤0.01% | 623 |
|
|
2021
Q3 | $1.76M | Sell |
221,507
-84,268
| -28% | -$670K | ﹤0.01% | 603 |
|
|
2021
Q2 | $2.54M | Buy |
305,775
+29,314
| +11% | +$244K | ﹤0.01% | 506 |
|
|
2021
Q1 | $2.18M | Buy |
276,461
+46,418
| +20% | +$366K | ﹤0.01% | 495 |
|
|
2020
Q4 | $1.82M | Buy |
230,043
+26,542
| +13% | +$210K | ﹤0.01% | 500 |
|
|
2020
Q3 | $1.49M | Sell |
203,501
-2,619
| -1% | -$19.1K | ﹤0.01% | 488 |
|
|
2020
Q2 | $1.48M | Sell |
206,120
-15,591
| -7% | -$112K | ﹤0.01% | 460 |
|
|
2020
Q1 | $1.53M | Sell |
221,711
-2,652
| -1% | -$18.3K | 0.01% | 409 |
|
|
2019
Q4 | $1.77M | Buy |
224,363
+12,096
| +6% | +$95.4K | 0.01% | 417 |
|
|
2019
Q3 | $1.68M | Buy |
212,267
+24,126
| +13% | +$191K | 0.01% | 410 |
|
|
2019
Q2 | $1.44M | Buy |
188,141
+155,830
| +482% | +$1.19M | 0.01% | 421 |
|
|
2019
Q1 | $251K | Buy |
32,311
+1,042
| +3% | +$8.1K | ﹤0.01% | 795 |
|
|
2018
Q4 | $218K | Sell |
31,269
-8,573
| -22% | -$59.8K | ﹤0.01% | 769 |
|
|
2018
Q3 | $306K | Buy |
39,842
+9,453
| +31% | +$72.6K | ﹤0.01% | 689 |
|
|
2018
Q2 | $229K | Buy |
30,389
+29,582
| +3,666% | +$223K | ﹤0.01% | 734 |
|
|
2018
Q1 | $6K | Buy |
807
+47
| +6% | +$349 | ﹤0.01% | 1868 |
|
|
2017
Q4 | $6K | Hold |
760
| – | – | ﹤0.01% | 1889 |
|
|
2017
Q3 | $6K | Buy |
760
+69
| +10% | +$545 | ﹤0.01% | 1786 |
|
|
2017
Q2 | $5K | Hold |
691
| – | – | ﹤0.01% | 1751 |
|
|
2017
Q1 | $5K | Hold |
691
| – | – | ﹤0.01% | 1718 |
|
|
2016
Q4 | $5K | Buy |
+691
| New | +$5K | ﹤0.01% | 1857 |
|
|
2016
Q3 | – | Sell |
-691
| Closed | -$6K | – | 1097 |
|
|
2016
Q2 | $6K | Hold |
691
| – | – | ﹤0.01% | 1538 |
|
|
2016
Q1 | $5K | Hold |
691
| – | – | ﹤0.01% | 1644 |
|
|
2015
Q4 | $5K | Hold |
691
| – | – | ﹤0.01% | 1307 |
|
|
2015
Q3 | $5K | Sell |
691
-626
| -48% | -$4.53K | ﹤0.01% | 1254 |
|
|
2015
Q2 | $9K | Hold |
1,317
| – | – | ﹤0.01% | 1020 |
|
|
2015
Q1 | $9K | Hold |
1,317
| – | – | ﹤0.01% | 1065 |
|
|
2014
Q4 | $9K | Hold |
1,317
| – | – | ﹤0.01% | 1106 |
|
|
2014
Q3 | $9K | Buy |
1,317
+800
| +155% | +$5.47K | ﹤0.01% | 941 |
|
|
2014
Q2 | $4K | Buy |
517
+3
| +0.6% | +$23 | ﹤0.01% | 1052 |
|
|
2014
Q1 | $3K | Buy |
514
+8
| +2% | +$47 | ﹤0.01% | 1091 |
|
|
2013
Q4 | $3K | Buy |
+506
| New | +$3K | ﹤0.01% | 1182 |
|