Steward Partners Investment Advisory’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.35K | Hold |
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|
2025
Q2 | $8.77K | Sell |
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|
2025
Q1 | $9.81K | Hold |
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|
2024
Q4 | $9.95K | Hold |
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|
2024
Q3 | $10.4K | Hold |
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|
2024
Q2 | $10.1K | Sell |
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|
2024
Q1 | $13.6K | Hold |
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|
2023
Q4 | $13.7K | Hold |
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|
2023
Q3 | $11.7K | Sell |
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|
2023
Q2 | $16K | Hold |
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|
2023
Q1 | $16.3K | Sell |
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|
2022
Q4 | $18.9K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $11.4K | Buy |
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