Partnervest Advisory Services’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,345
| Closed | -$177K | – | 254 |
|
|
2019
Q4 | $177K | Sell |
14,345
-13,837
| -49% | -$171K | 0.06% | 214 |
|
|
2019
Q3 | $353K | Buy |
28,182
+13,809
| +96% | +$173K | 0.13% | 145 |
|
|
2019
Q2 | $177K | Buy |
14,373
+3,564
| +33% | +$43.9K | 0.07% | 209 |
|
|
2019
Q1 | $129K | Buy |
+10,809
| New | +$129K | 0.05% | 218 |
|
|
2014
Q3 | – | Sell |
-313
| Closed | -$4K | – | 770 |
|
|
2014
Q2 | $4K | Hold |
313
| – | – | ﹤0.01% | 889 |
|
|
2014
Q1 | $4K | Hold |
313
| – | – | ﹤0.01% | 860 |
|
|
2013
Q4 | $4K | Buy |
+313
| New | +$4K | ﹤0.01% | 834 |
|