Ranch Capital Advisors’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,100
| Closed | -$28K | – | 573 |
|
|
2021
Q3 | $28K | Hold |
2,100
| – | – | 0.02% | 339 |
|
|
2021
Q2 | $28K | Hold |
2,100
| – | – | 0.02% | 418 |
|
|
2021
Q1 | $27K | Hold |
2,100
| – | – | 0.02% | 400 |
|
|
2020
Q4 | $26K | Hold |
2,100
| – | – | 0.02% | 405 |
|
|
2020
Q3 | $25K | Sell |
2,100
-2,000
| -49% | -$23.8K | 0.02% | 400 |
|
|
2020
Q2 | $51K | Hold |
4,100
| – | – | 0.04% | 300 |
|
|
2020
Q1 | $47K | Hold |
4,100
| – | – | 0.05% | 290 |
|
|
2019
Q4 | $51K | Buy |
+4,100
| New | +$51K | 0.04% | 334 |
|