Simon Quick Advisors’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 | $192K | Buy |
20,929
+599
| +3% | +$5.5K | 0.01% | 754 |
|
2025
Q1 | $193K | Buy |
20,330
+792
| +4% | +$7.52K | 0.01% | 574 |
|
2024
Q4 | $190K | Buy |
19,538
+989
| +5% | +$9.61K | 0.01% | 455 |
|
2024
Q3 | $191K | Buy |
18,549
+1,076
| +6% | +$11.1K | 0.01% | 409 |
|
2024
Q2 | $176K | Sell |
17,473
-8,290
| -32% | -$83.6K | 0.01% | 365 |
|
2024
Q1 | $251K | Buy |
25,763
+2,607
| +11% | +$25.4K | 0.02% | 341 |
|
2023
Q4 | $223K | Buy |
23,156
+1,847
| +9% | +$17.7K | 0.02% | 292 |
|
2023
Q3 | $175K | Buy |
+21,309
| New | +$175K | 0.02% | 316 |
|