Northwestern Mutual Wealth Management’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Buy |
+1,259
| New | +$13.1K | ﹤0.01% | 2710 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$1K | – | 2648 |
|
|
2018
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2291 |
|
|
2016
Q3 | – | Sell |
-7,440
| Closed | -$122K | – | 1502 |
|
|
2016
Q2 | $122K | Sell |
7,440
-4
| -0.1% | -$66 | ﹤0.01% | 679 |
|
|
2016
Q1 | $114K | Hold |
7,444
| – | – | ﹤0.01% | 669 |
|
|
2015
Q4 | $109K | Hold |
7,444
| – | – | ﹤0.01% | 615 |
|
|
2015
Q3 | $103K | Buy |
+7,444
| New | +$103K | ﹤0.01% | 575 |
|
|
2014
Q1 | – | Sell |
-1,300
| Closed | -$17K | – | 1471 |
|
|
2013
Q4 | $17K | Buy |
+1,300
| New | +$17K | ﹤0.01% | 818 |
|