Simon Quick Advisors’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $188K | Buy |
20,568
+596
| +3% | +$5.45K | 0.01% | 760 |
|
2025
Q1 | $193K | Buy |
19,972
+661
| +3% | +$6.38K | 0.01% | 575 |
|
2024
Q4 | $189K | Buy |
19,311
+834
| +5% | +$8.18K | 0.01% | 457 |
|
2024
Q3 | $190K | Buy |
18,477
+1,015
| +6% | +$10.4K | 0.01% | 410 |
|
2024
Q2 | $174K | Sell |
17,462
-8,332
| -32% | -$83K | 0.01% | 366 |
|
2024
Q1 | $250K | Buy |
25,794
+3,013
| +13% | +$29.2K | 0.02% | 342 |
|
2023
Q4 | $217K | Buy |
+22,781
| New | +$217K | 0.02% | 299 |
|