Shufro Rose & Co’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Shufro Rose & Co’s Portfolio VGM Stock Details VGM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$132K	Hold
2023 Q3	$132K	Hold
2023 Q2	$151K	Hold
2023 Q1	$154K	Hold
2022 Q4	$156K	Sell
2022 Q3	$323K	Sell
2022 Q2	$369K	Hold
2022 Q1	$407K	Buy
2021 Q4	$237K	Hold
2021 Q3	$233K	Buy
2021 Q2	$231K	Hold
2021 Q1	$222K	Sell
2020 Q4	$223K	Hold
2020 Q3	$210K	Sell
2020 Q2	$207K	Sell
2020 Q1	$212K	Hold
2019 Q4	$225K	Hold
2019 Q3	$225K	Hold
2019 Q2	$222K	Sell
2019 Q1	$223K	Hold
2018 Q4	$207K	Sell
2018 Q3	$336K	Buy
2018 Q2	–	Hold
2018 Q1	–	Sell
2017 Q4	$373K	Buy
2017 Q3	–	Sell
2017 Q2	$385K	Hold
2017 Q1	$373K	Hold
2016 Q4	$366K	Buy
2016 Q3	–	Hold
2016 Q2	–	Hold
2016 Q1	–	Sell
2015 Q4	$438K	Hold
2015 Q3	$425K	Hold
2015 Q2	$417K	Hold
2015 Q1	$442K	Hold
2014 Q4	$437K	Hold
2014 Q3	$431K	Hold
2014 Q2	$428K	Hold
2014 Q1	$421K	Hold
2013 Q4	$400K	Hold
2013 Q3	$410K	Buy
2013 Q2	$373K	Buy