SeaCrest Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,510
| Closed | -$19K | – | 1794 |
|
|
2019
Q1 | $19K | Hold |
1,510
| – | – | ﹤0.01% | 1316 |
|
|
2018
Q4 | $17K | Hold |
1,510
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q3 | $18K | Hold |
1,510
| – | – | ﹤0.01% | 1432 |
|
|
2018
Q2 | $19K | Hold |
1,510
| – | – | ﹤0.01% | 1388 |
|
|
2018
Q1 | $18K | Sell |
1,510
-1,875
| -55% | -$22.4K | ﹤0.01% | 1375 |
|
|
2017
Q4 | $45K | Buy |
+3,385
| New | +$45K | 0.01% | 1011 |
|