Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
86,817
-35,403
| -29% | -$325K | 0.01% | 1082 |
|
|
2025
Q1 | $1.16M | Buy |
122,220
+7,027
| +6% | +$66.7K | 0.01% | 862 |
|
|
2024
Q4 | $1.12M | Buy |
115,193
+13,364
| +13% | +$130K | 0.01% | 836 |
|
|
2024
Q3 | $1.05M | Buy |
101,829
+17,077
| +20% | +$175K | 0.01% | 830 |
|
|
2024
Q2 | $854K | Buy |
84,752
+3,318
| +4% | +$33.4K | 0.01% | 863 |
|
|
2024
Q1 | $792K | Buy |
81,434
+5,856
| +8% | +$57K | 0.01% | 878 |
|
|
2023
Q4 | $726K | Buy |
75,578
+17,546
| +30% | +$169K | 0.01% | 841 |
|
|
2023
Q3 | $478K | Buy |
58,032
+1,027
| +2% | +$8.45K | 0.01% | 932 |
|
|
2023
Q2 | $539K | Sell |
57,005
-40
| -0.1% | -$378 | 0.01% | 906 |
|
|
2023
Q1 | $560K | Sell |
57,045
-5,146
| -8% | -$50.5K | 0.01% | 884 |
|
|
2022
Q4 | $616K | Buy |
62,191
+10,621
| +21% | +$105K | 0.01% | 819 |
|
|
2022
Q3 | $470K | Buy |
51,570
+4,606
| +10% | +$42K | 0.01% | 875 |
|
|
2022
Q2 | $485K | Buy |
46,964
+7,553
| +19% | +$78K | 0.01% | 864 |
|
|
2022
Q1 | $451K | Buy |
39,411
+1,721
| +5% | +$19.7K | 0.01% | 958 |
|
|
2021
Q4 | $521K | Buy |
37,690
+1,639
| +5% | +$22.7K | 0.01% | 921 |
|
|
2021
Q3 | $494K | Buy |
36,051
+1,966
| +6% | +$26.9K | 0.01% | 911 |
|
|
2021
Q2 | $464K | Sell |
34,085
-2,789
| -8% | -$38K | 0.01% | 962 |
|
|
2021
Q1 | $486K | Buy |
36,874
+7,910
| +27% | +$104K | 0.01% | 905 |
|
|
2020
Q4 | $371K | Buy |
28,964
+5,411
| +23% | +$69.3K | 0.01% | 844 |
|
|
2020
Q3 | $288K | Buy |
23,553
+3,719
| +19% | +$45.5K | 0.01% | 824 |
|
|
2020
Q2 | $235K | Buy |
19,834
+1,482
| +8% | +$17.6K | 0.01% | 832 |
|
|
2020
Q1 | $210K | Sell |
18,352
-5,419
| -23% | -$62K | 0.01% | 774 |
|
|
2019
Q4 | $293K | Buy |
23,771
+5,319
| +29% | +$65.6K | 0.01% | 771 |
|
|
2019
Q3 | $230K | Buy |
18,452
+12,966
| +236% | +$162K | 0.01% | 803 |
|
|
2019
Q2 | $67K | Buy |
+5,486
| New | +$67K | ﹤0.01% | 1221 |
|
|
2018
Q4 | – | Sell |
-3,494
| Closed | -$40K | – | 2116 |
|
|
2018
Q3 | $40K | Buy |
3,494
+50
| +1% | +$572 | ﹤0.01% | 1287 |
|
|
2018
Q2 | $40K | Buy |
3,444
+44
| +1% | +$511 | ﹤0.01% | 1194 |
|
|
2018
Q1 | $39K | Buy |
3,400
+48
| +1% | +$551 | ﹤0.01% | 1090 |
|
|
2017
Q4 | $41K | Buy |
3,352
+3,349
| +111,633% | +$41K | ﹤0.01% | 897 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1765 |
|
|
2017
Q2 | $0 | Sell |
3
-805
| -100% | – | ﹤0.01% | 1701 |
|
|
2017
Q1 | $10K | Buy |
+808
| New | +$10K | ﹤0.01% | 951 |
|