Rothschild Investment LLC’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
74,700
-1,800
| -2% | -$16.5K | 0.04% | 278 |
|
|
2025
Q1 | $738K | Sell |
76,500
-25,000
| -25% | -$241K | 0.05% | 272 |
|
|
2024
Q4 | $996K | Hold |
101,500
| – | – | 0.07% | 237 |
|
|
2024
Q3 | $1.04M | Buy |
101,500
+10,000
| +11% | +$103K | 0.07% | 228 |
|
|
2024
Q2 | $911K | Sell |
91,500
-2,000
| -2% | -$19.9K | 0.06% | 237 |
|
|
2024
Q1 | $907K | Hold |
93,500
| – | – | 0.07% | 245 |
|
|
2023
Q4 | $891K | Buy |
+93,500
| New | +$891K | 0.07% | 209 |
|