Shufro Rose & Co’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$243K	Hold	25,500	–	–	0.02%	263
2025 Q4	$244K	Buy	25,500 +7,000	+38%	+$67.5K	0.02%	259
2025 Q3	$176K	Hold	18,500	–	–	0.01%	291
2025 Q2	$176K	Hold	18,500	–	–	0.01%	287
2025 Q1	$176K	Hold	18,500	–	–	0.01%	289
2024 Q4	$180K	Hold	18,500	–	–	0.01%	275
2024 Q3	$186K	Hold	18,500	–	–	0.02%	286
2024 Q2	$186K	Hold	18,500	–	–	0.02%	286
2024 Q1	$180K	Buy	18,500 +7,500	+68%	+$72K	0.01%	286
2023 Q4	$90.5K	Hold	11,000	–	–	0.01%	291
2023 Q3	$90.5K	Hold	11,000	–	–	0.01%	291
2023 Q2	$104K	Hold	11,000	–	–	0.01%	296
2023 Q1	$108K	Hold	11,000	–	–	0.01%	295
2022 Q4	$109K	Hold	11,000	–	–	0.01%	307
2022 Q3	$100K	Hold	11,000	–	–	0.01%	301
2022 Q2	$114K	Hold	11,000	–	–	0.01%	291
2022 Q1	$126K	Buy	11,000 +1,000	+10%	+$12.2K	0.01%	304
2021 Q4	$138K	Hold	10,000	–	–	0.01%	290
2021 Q3	$137K	Hold	10,000	–	–	0.01%	277
2021 Q2	$136K	Hold	10,000	–	–	0.01%	274
2021 Q1	$132K	Hold	10,000	–	–	0.01%	279
2020 Q4	$128K	Sell	10,000 -5,500	-35%	-$68.8K	0.01%	261
2020 Q3	$189K	Hold	15,500	–	–	0.02%	246
2020 Q2	$184K	Hold	15,500	–	–	0.02%	246
2020 Q1	$177K	Hold	15,500	–	–	0.02%	249
2019 Q4	$192K	Hold	15,500	–	–	0.02%	278
2019 Q3	$194K	Hold	15,500	–	–	0.02%	274
2019 Q2	$191K	Buy	+15,500	New	+$186K	0.02%	269