Petra Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
57,527
+87
| +0.2% | +$799 | 0.34% | 81 |
|
|
2025
Q1 | $545K | Hold |
57,440
| – | – | 0.45% | 51 |
|
|
2024
Q4 | $558K | Hold |
57,440
| – | – | 0.38% | 73 |
|
|
2024
Q3 | $590K | Hold |
57,440
| – | – | 0.39% | 71 |
|
|
2024
Q2 | $579K | Hold |
57,440
| – | – | 0.42% | 70 |
|
|
2024
Q1 | $559K | Hold |
57,440
| – | – | 0.41% | 69 |
|
|
2023
Q4 | $552K | Hold |
57,440
| – | – | 0.46% | 65 |
|
|
2023
Q3 | $473K | Sell |
57,440
-3,000
| -5% | -$24.7K | 0.39% | 72 |
|
|
2023
Q2 | $572K | Hold |
60,440
| – | – | 0.51% | 59 |
|
|
2023
Q1 | $593K | Hold |
60,440
| – | – | 0.59% | 34 |
|
|
2022
Q4 | $599K | Buy |
+60,440
| New | +$599K | 0.66% | 42 |
|