PIA
Powell Investment Advisors’s Invesco Municipal Trust VKQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-50,179
| Closed | -$674K | – | 139 |
|
2021
Q4 | $674K | Buy |
50,179
+583
| +1% | +$7.83K | 0.38% | 39 |
|
2021
Q3 | $665K | Buy |
49,596
+561
| +1% | +$7.52K | 0.41% | 34 |
|
2021
Q2 | $673K | Buy |
49,035
+582
| +1% | +$7.99K | 0.41% | 32 |
|
2021
Q1 | $640K | Buy |
48,453
+585
| +1% | +$7.73K | 0.42% | 33 |
|
2020
Q4 | $614K | Buy |
47,868
+592
| +1% | +$7.59K | 0.47% | 32 |
|
2020
Q3 | $568K | Buy |
47,276
+564
| +1% | +$6.78K | 0.49% | 33 |
|
2020
Q2 | $549K | Buy |
46,712
+595
| +1% | +$6.99K | 0.53% | 35 |
|
2020
Q1 | $540K | Sell |
46,117
-7,626
| -14% | -$89.3K | 0.65% | 32 |
|
2019
Q4 | $664K | Buy |
+53,743
| New | +$664K | 0.69% | 31 |
|