SWA
SFMG Wealth Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-16,927
| Closed | -$239K | – | 150 |
|
|
2018
Q2 | $239K | Hold |
16,927
| – | – | 0.04% | 125 |
|
|
2018
Q1 | $246K | Hold |
16,927
| – | – | 0.04% | 120 |
|
|
2017
Q4 | $252K | Hold |
16,927
| – | – | 0.04% | 119 |
|
|
2017
Q3 | $253K | Hold |
16,927
| – | – | 0.05% | 107 |
|
|
2017
Q2 | $257K | Hold |
16,927
| – | – | 0.05% | 105 |
|
|
2017
Q1 | $247K | Hold |
16,927
| – | – | 0.05% | 105 |
|
|
2016
Q4 | $248K | Buy |
+16,927
| New | +$248K | 0.05% | 100 |
|