Steward Partners Investment Advisory’s Invesco Value Municipal Income Trust IIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.3K | Sell |
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|
2025
Q2 | $97.7K | Sell |
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|
2025
Q1 | $103K | Sell |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $88.3K | Buy |
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|
2024
Q2 | $28.3K | Hold |
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|
2024
Q1 | $27.5K | Buy |
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|
2023
Q4 | $16.1K | Sell |
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|
2023
Q3 | $17.7K | Sell |
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|
2023
Q2 | $59.4K | Hold |
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|
2023
Q1 | $61.3K | Sell |
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|
2022
Q4 | $61.3K | Sell |
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|
2022
Q3 | $82K | Sell |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $120K | Hold |
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|
2021
Q3 | $115K | Sell |
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|
2021
Q2 | $136K | Sell |
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|
2021
Q1 | $154K | Sell |
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|
2020
Q4 | $260K | Sell |
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|
2020
Q3 | $555K | Sell |
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|
2020
Q2 | $613K | Buy |
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|
2020
Q1 | $594K | Buy |
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|
2019
Q4 | $640K | Buy |
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|
2019
Q3 | $637K | Sell |
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|
2019
Q2 | $641K | Buy |
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|
2019
Q1 | $606K | Sell |
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|
2018
Q4 | $574K | Buy |
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|
2018
Q3 | $583K | Buy |
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|
2018
Q2 | $590K | Sell |
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|
2018
Q1 | $662K | Sell |
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|
2017
Q4 | $904K | Sell |
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|
2017
Q3 | $959K | Buy |
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|
2017
Q2 | $935K | Buy |
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|
2017
Q1 | $894K | Buy |
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