Proficio Capital Partners’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-53,420
| Closed | -$658K | – | 1490 |
|
|
2019
Q2 | $658K | Sell |
53,420
-2,689
| -5% | -$33.1K | 0.23% | 67 |
|
|
2019
Q1 | $676K | Buy |
+56,109
| New | +$676K | 0.24% | 66 |
|
|
2018
Q1 | – | Sell |
-27,743
| Closed | -$347K | – | 1346 |
|
|
2017
Q4 | $347K | Sell |
27,743
-4,232
| -13% | -$52.9K | 0.11% | 93 |
|
|
2017
Q3 | $408K | Hold |
31,975
| – | – | 0.17% | 85 |
|
|
2017
Q2 | $415K | Sell |
31,975
-24,674
| -44% | -$320K | 0.17% | 91 |
|
|
2017
Q1 | $720K | Sell |
56,649
-2,535
| -4% | -$32.2K | 0.31% | 76 |
|
|
2016
Q4 | $726K | Hold |
59,184
| – | – | 0.31% | 73 |
|
|
2016
Q3 | $816K | Sell |
59,184
-1,885
| -3% | -$26K | 0.47% | 61 |
|
|
2016
Q2 | $860K | Buy |
61,069
+2,688
| +5% | +$37.9K | 0.54% | 56 |
|
|
2016
Q1 | $778K | Buy |
58,381
+17,140
| +42% | +$228K | 0.65% | 47 |
|
|
2015
Q4 | $527K | Buy |
+41,241
| New | +$527K | 0.52% | 52 |
|