Rothschild Investment LLC’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
45,207
-4,000
| -8% | -$36.7K | 0.03% | 379 |
|
|
2025
Q1 | $467K | Sell |
49,207
-19,500
| -28% | -$185K | 0.03% | 353 |
|
|
2024
Q4 | $668K | Sell |
68,707
-90
| -0.1% | -$875 | 0.04% | 293 |
|
|
2024
Q3 | $707K | Buy |
68,797
+5,500
| +9% | +$56.5K | 0.05% | 291 |
|
|
2024
Q2 | $638K | Hold |
63,297
| – | – | 0.04% | 295 |
|
|
2024
Q1 | $616K | Buy |
63,297
+270
| +0.4% | +$2.63K | 0.04% | 292 |
|
|
2023
Q4 | $606K | Buy |
+63,027
| New | +$606K | 0.05% | 258 |
|