Pacific Wealth Strategies Group’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
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|
2025
Q1 | $861K | Sell |
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|
2024
Q4 | $890K | Buy |
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|
2024
Q3 | $858K | Sell |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $671K | Buy |
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|
2023
Q4 | $612K | Buy |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $827K | Sell |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $834K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $826K | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.06M | Hold |
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|
2021
Q1 | $972K | Buy |
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|
2020
Q4 | $604K | Hold |
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|
2020
Q3 | $580K | Sell |
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|
2020
Q2 | $592K | Hold |
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|
2020
Q1 | $574K | Hold |
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|
2019
Q4 | $650K | Sell |
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|
2019
Q3 | $845K | Buy |
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|
2019
Q2 | $620K | Hold |
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|
2019
Q1 | $582K | Sell |
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|
2018
Q4 | $630K | Buy |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $263K | Hold |
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|
2018
Q1 | $260K | Buy |
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|
2017
Q4 | $189K | Hold |
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|
2017
Q3 | $197K | Hold |
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|
2017
Q2 | $190K | Buy |
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|
2017
Q1 | $123K | Hold |
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|
2016
Q4 | $121K | Buy |
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