Sigma Planning Corp’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
Q1 | – | Sell |
-10,853
| Closed | -$105K | – | 1278 |
|
|
2024
Q4 | $105K | Buy |
10,853
+44
| +0.4% | +$428 | ﹤0.01% | 1124 |
|
|
2024
Q3 | $111K | Sell |
10,809
-809
| -7% | -$8.31K | ﹤0.01% | 1163 |
|
|
2024
Q2 | $117K | Sell |
11,618
-19
| -0.2% | -$192 | ﹤0.01% | 1126 |
|
|
2024
Q1 | $113K | Buy |
+11,637
| New | +$113K | ﹤0.01% | 1176 |
|
|
2023
Q4 | – | Sell |
-11,681
| Closed | -$96.1K | – | 1165 |
|
|
2023
Q3 | $96.1K | Sell |
11,681
-716
| -6% | -$5.89K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $117K | Sell |
12,397
-462
| -4% | -$4.37K | ﹤0.01% | 1143 |
|
|
2023
Q1 | $126K | Buy |
12,859
+638
| +5% | +$6.26K | ﹤0.01% | 1225 |
|
|
2022
Q4 | $121K | Buy |
12,221
+35
| +0.3% | +$347 | ﹤0.01% | 1179 |
|
|
2022
Q3 | $111K | Sell |
12,186
-3,550
| -23% | -$32.3K | ﹤0.01% | 1182 |
|
|
2022
Q2 | $163K | Buy |
15,736
+146
| +0.9% | +$1.51K | 0.01% | 1170 |
|
|
2022
Q1 | $179K | Buy |
15,590
+196
| +1% | +$2.25K | 0.01% | 1260 |
|
|
2021
Q4 | $213K | Buy |
15,394
+449
| +3% | +$6.21K | 0.01% | 1236 |
|
|
2021
Q3 | $205K | Buy |
14,945
+1,048
| +8% | +$14.4K | 0.01% | 1246 |
|
|
2021
Q2 | $189K | Buy |
13,897
+68
| +0.5% | +$925 | 0.01% | 1289 |
|
|
2021
Q1 | $182K | Buy |
13,829
+73
| +0.5% | +$961 | 0.01% | 1210 |
|
|
2020
Q4 | $176K | Buy |
13,756
+73
| +0.5% | +$934 | 0.01% | 1107 |
|
|
2020
Q3 | $167K | Sell |
13,683
-1,757
| -11% | -$21.4K | 0.01% | 970 |
|
|
2020
Q2 | $183K | Buy |
15,440
+69
| +0.4% | +$818 | 0.01% | 939 |
|
|
2020
Q1 | $176K | Buy |
15,371
+64
| +0.4% | +$733 | 0.01% | 794 |
|
|
2019
Q4 | $189K | Sell |
15,307
-257
| -2% | -$3.17K | 0.01% | 962 |
|
|
2019
Q3 | $195K | Buy |
15,564
+2,067
| +15% | +$25.9K | 0.01% | 907 |
|
|
2019
Q2 | $166K | Buy |
13,497
+1,567
| +13% | +$19.3K | 0.01% | 919 |
|
|
2019
Q1 | $142K | Buy |
+11,930
| New | +$142K | 0.01% | 872 |
|
|
2018
Q4 | – | Sell |
-19,416
| Closed | -$222K | – | 960 |
|
|
2018
Q3 | $222K | Sell |
19,416
-1,023
| -5% | -$11.7K | 0.01% | 818 |
|
|
2018
Q2 | $240K | Buy |
20,439
+1,838
| +10% | +$21.6K | 0.02% | 744 |
|
|
2018
Q1 | $218K | Buy |
18,601
+946
| +5% | +$11.1K | 0.02% | 737 |
|
|
2017
Q4 | $219K | Sell |
17,655
-1,006
| -5% | -$12.5K | 0.02% | 734 |
|
|
2017
Q3 | $243K | Buy |
+18,661
| New | +$243K | 0.02% | 686 |
|