Steward Partners Investment Advisory’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
44,016
+38,977
| +774% | +$357K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $48.6K | Hold |
5,039
| – | – | ﹤0.01% | 2395 |
|
|
2024
Q4 | $49.4K | Hold |
5,039
| – | – | ﹤0.01% | 2340 |
|
|
2024
Q3 | $51.7K | Hold |
5,039
| – | – | ﹤0.01% | 2219 |
|
|
2024
Q2 | $50.2K | Sell |
5,039
-609
| -11% | -$6.07K | ﹤0.01% | 2100 |
|
|
2024
Q1 | $54.8K | Buy |
5,648
+4,097
| +264% | +$39.7K | ﹤0.01% | 2068 |
|
|
2023
Q4 | $14.8K | Hold |
1,551
| – | – | ﹤0.01% | 2536 |
|
|
2023
Q3 | $12.9K | Hold |
1,551
| – | – | ﹤0.01% | 2486 |
|
|
2023
Q2 | $14.6K | Hold |
1,551
| – | – | ﹤0.01% | 2433 |
|
|
2023
Q1 | $15.4K | Hold |
1,551
| – | – | ﹤0.01% | 2366 |
|
|
2022
Q4 | $15.4K | Hold |
1,551
| – | – | ﹤0.01% | 2367 |
|
|
2022
Q3 | $14K | Hold |
1,551
| – | – | ﹤0.01% | 2398 |
|
|
2022
Q2 | $16K | Sell |
1,551
-246
| -14% | -$2.54K | ﹤0.01% | 2330 |
|
|
2022
Q1 | $21K | Buy |
+1,797
| New | +$21K | ﹤0.01% | 2350 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$10.6K | – | 7418 |
|
|
2021
Q1 | $10.6K | Buy |
+800
| New | +$10.6K | ﹤0.01% | 2759 |
|
|
2018
Q3 | – | Sell |
-6,261
| Closed | -$74K | – | 2712 |
|
|
2018
Q2 | $74K | Buy |
+6,261
| New | +$74K | ﹤0.01% | 945 |
|
|
2017
Q4 | – | Sell |
-313
| Closed | -$3K | – | 1955 |
|
|
2017
Q3 | $3K | Hold |
313
| – | – | ﹤0.01% | 1438 |
|
|
2017
Q2 | $4K | Buy |
+313
| New | +$4K | ﹤0.01% | 1299 |
|