Phoenix Wealth Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.6K | Hold |
11,235
| – | – | 0.03% | 123 |
|
|
2025
Q1 | $67.6K | Hold |
11,235
| – | – | 0.03% | 123 |
|
|
2024
Q4 | $66.3K | Hold |
11,235
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $77.1K | Hold |
11,235
| – | – | 0.04% | 121 |
|
|
2024
Q2 | $71.3K | Sell |
11,235
-1,049
| -9% | -$6.66K | 0.04% | 119 |
|
|
2024
Q1 | $80.2K | Buy |
+12,284
| New | +$80.2K | 0.05% | 112 |
|
|
2021
Q4 | – | Sell |
-2,100
| Closed | -$17K | – | 285 |
|
|
2021
Q3 | $17K | Buy |
+2,100
| New | +$17K | 0.01% | 275 |
|