Rothschild Investment LLC’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 | $375K | Sell |
65,200
-4,000
| -6% | -$23K | 0.02% | 388 |
|
|
2025
Q1 | $417K | Hold |
69,200
| – | – | 0.03% | 374 |
|
|
2024
Q4 | $408K | Sell |
69,200
-2,500
| -3% | -$14.8K | 0.03% | 380 |
|
|
2024
Q3 | $492K | Hold |
71,700
| – | – | 0.03% | 350 |
|
|
2024
Q2 | $455K | Hold |
71,700
| – | – | 0.03% | 347 |
|
|
2024
Q1 | $468K | Hold |
71,700
| – | – | 0.03% | 335 |
|
|
2023
Q4 | $455K | Buy |
+71,700
| New | +$455K | 0.04% | 292 |
|