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Sonora Investment Management Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Sonora Investment Management Group’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,121
Closed -$127K – 279
2023
Q2 		$127K Hold
13,121
– – 0.01% 254
2023
Q1 		$130K Hold
13,121
– – 0.01% 259
2022
Q4 		$132K Sell
13,121
-1,207
-8% -$11.6K 0.01% 255
2022
Q3 		$151K Hold
14,328
– – 0.02% 194
2022
Q2 		$151K Hold
14,328
– – 0.01% 227
2022
Q1 		$166K Hold
14,328
– – 0.02% 213
2021
Q4 		$200K Buy
+14,328
New +$196K 0.02% 200

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RCM
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LSC
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