Partnervest Advisory Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,176
Closed -$131K 252
2019
Q4
$131K Sell
10,176
-2,304
-18% -$29.7K 0.05% 219
2019
Q3
$161K Buy
12,480
+1,055
+9% +$13.6K 0.06% 232
2019
Q2
$145K Buy
+11,425
New +$145K 0.06% 213