Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-90
| Closed | -$1K | – | 1304 |
|
|
2020
Q4 | $1K | Hold |
90
| – | – | ﹤0.01% | 1094 |
|
|
2020
Q3 | $1K | Sell |
90
-90
| -50% | -$1K | ﹤0.01% | 768 |
|
|
2020
Q2 | $2K | Buy |
+180
| New | +$2K | ﹤0.01% | 650 |
|
|
2020
Q1 | – | Sell |
-2,081
| Closed | -$257K | – | 833 |
|
|
2019
Q4 | $257K | Buy |
+2,081
| New | +$257K | ﹤0.01% | 382 |
|
|
2013
Q4 | – | Sell |
-7,026
| Closed | -$81K | – | 327 |
|
|
2013
Q3 | $81K | Buy |
+7,026
| New | +$81K | 0.35% | 43 |
|