SWA
VTA
SOA Wealth Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-516
| Closed | -$6K | – | 1019 |
|
|
2021
Q3 | $6K | Buy |
516
+9
| +2% | +$105 | ﹤0.01% | 675 |
|
|
2021
Q2 | $6K | Sell |
507
-176
| -26% | -$2.08K | ﹤0.01% | 657 |
|
|
2021
Q1 | $7K | Buy |
683
+2
| +0.3% | +$20 | ﹤0.01% | 586 |
|
|
2020
Q4 | $7K | Buy |
+681
| New | +$7K | ﹤0.01% | 575 |
|