SWM
Selective Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,513
| Closed | -$41K | – | 701 |
|
|
2022
Q3 | $41K | Hold |
4,513
| – | – | 0.02% | 317 |
|
|
2022
Q2 | $46K | Hold |
4,513
| – | – | 0.02% | 334 |
|
|
2022
Q1 | $52K | Buy |
+4,513
| New | +$52K | 0.02% | 295 |
|
|
2021
Q4 | – | Sell |
-741
| Closed | -$10K | – | 701 |
|
|
2021
Q3 | $10K | Hold |
741
| – | – | 0.01% | 436 |
|
|
2021
Q2 | $10K | Hold |
741
| – | – | 0.01% | 351 |
|
|
2021
Q1 | $10K | Hold |
741
| – | – | 0.01% | 256 |
|
|
2020
Q4 | $9K | Hold |
741
| – | – | 0.01% | 256 |
|
|
2020
Q3 | $9K | Hold |
741
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $9K | Hold |
741
| – | – | 0.01% | 249 |
|
|
2020
Q1 | $9K | Hold |
741
| – | – | 0.01% | 161 |
|
|
2019
Q4 | $9K | Hold |
741
| – | – | 0.01% | 173 |
|
|
2019
Q3 | $9K | Buy |
+741
| New | +$9K | 0.01% | 177 |
|
|
2018
Q3 | $9K | Buy |
+741
| New | +$9K | 0.11% | 95 |
|