Shufro Rose & Co’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Hold |
18,500
| – | – | 0.01% | 283 |
|
|
2025
Q1 | $176K | Hold |
18,500
| – | – | 0.01% | 285 |
|
|
2024
Q4 | $180K | Hold |
18,500
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $186K | Hold |
18,500
| – | – | 0.02% | 283 |
|
|
2024
Q2 | $186K | Hold |
18,500
| – | – | 0.02% | 283 |
|
|
2024
Q1 | $180K | Buy |
18,500
+7,500
| +68% | +$73K | 0.01% | 284 |
|
|
2023
Q4 | $90.5K | Hold |
11,000
| – | – | 0.01% | 288 |
|
|
2023
Q3 | $90.5K | Hold |
11,000
| – | – | 0.01% | 286 |
|
|
2023
Q2 | $104K | Hold |
11,000
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $108K | Hold |
11,000
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $109K | Hold |
11,000
| – | – | 0.01% | 305 |
|
|
2022
Q3 | $100K | Hold |
11,000
| – | – | 0.01% | 300 |
|
|
2022
Q2 | $114K | Hold |
11,000
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $126K | Buy |
11,000
+1,000
| +10% | +$11.5K | 0.01% | 302 |
|
|
2021
Q4 | $138K | Hold |
10,000
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $137K | Hold |
10,000
| – | – | 0.01% | 277 |
|
|
2021
Q2 | $136K | Hold |
10,000
| – | – | 0.01% | 270 |
|
|
2021
Q1 | $132K | Hold |
10,000
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $128K | Sell |
10,000
-5,500
| -35% | -$70.4K | 0.01% | 255 |
|
|
2020
Q3 | $189K | Hold |
15,500
| – | – | 0.02% | 244 |
|
|
2020
Q2 | $184K | Hold |
15,500
| – | – | 0.02% | 245 |
|
|
2020
Q1 | $177K | Hold |
15,500
| – | – | 0.02% | 247 |
|
|
2019
Q4 | $192K | Hold |
15,500
| – | – | 0.02% | 270 |
|
|
2019
Q3 | $194K | Hold |
15,500
| – | – | 0.02% | 271 |
|
|
2019
Q2 | $191K | Buy |
+15,500
| New | +$191K | 0.02% | 268 |
|