Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,100
| Closed | -$10.7K | – | 2400 |
|
|
2024
Q1 | $10.7K | Hold |
1,100
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q4 | $10.2K | Hold |
1,100
| – | – | ﹤0.01% | 1752 |
|
|
2023
Q3 | $9.05K | Hold |
1,100
| – | – | ﹤0.01% | 1761 |
|
|
2023
Q2 | $10.4K | Hold |
1,100
| – | – | ﹤0.01% | 1804 |
|
|
2023
Q1 | $10.8K | Sell |
1,100
-164
| -13% | -$1.61K | ﹤0.01% | 1818 |
|
|
2022
Q4 | $13K | Hold |
1,264
| – | – | ﹤0.01% | 1529 |
|
|
2022
Q3 | $12K | Hold |
1,264
| – | – | ﹤0.01% | 1519 |
|
|
2022
Q2 | $13K | Hold |
1,264
| – | – | ﹤0.01% | 1840 |
|
|
2022
Q1 | $14K | Hold |
1,264
| – | – | ﹤0.01% | 1929 |
|
|
2021
Q4 | $17K | Sell |
1,264
-1,100
| -47% | -$14.8K | ﹤0.01% | 2183 |
|
|
2021
Q3 | $32K | Hold |
2,364
| – | – | ﹤0.01% | 1664 |
|
|
2021
Q2 | $32K | Buy |
2,364
+164
| +7% | +$2.22K | ﹤0.01% | 1671 |
|
|
2021
Q1 | $29K | Buy |
+2,200
| New | +$29K | ﹤0.01% | 1986 |
|