SeaCrest Wealth Management’s Invesco Value Municipal Income Trust IIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,500
| Closed | -$45K | – | 1033 |
|
|
2022
Q2 | $45K | Buy |
+3,500
| New | +$45K | 0.01% | 1167 |
|
|
2019
Q2 | – | Sell |
-4,974
| Closed | -$72K | – | 1139 |
|
|
2019
Q1 | $72K | Hold |
4,974
| – | – | 0.01% | 814 |
|
|
2018
Q4 | $67K | Hold |
4,974
| – | – | 0.01% | 800 |
|
|
2018
Q3 | $69K | Hold |
4,974
| – | – | 0.01% | 884 |
|
|
2018
Q2 | $70K | Sell |
4,974
-885
| -15% | -$12.5K | 0.01% | 845 |
|
|
2018
Q1 | $85K | Hold |
5,859
| – | – | 0.02% | 758 |
|
|
2017
Q4 | $87K | Buy |
+5,859
| New | +$87K | 0.02% | 765 |
|