Steward Partners Investment Advisory’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $221K | Sell |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $458K | Sell |
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|
2019
Q3 | $457K | Buy |
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|
2019
Q2 | $361K | Hold |
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|
2019
Q1 | $350K | Buy |
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|
2018
Q4 | $139K | Sell |
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|
2018
Q3 | $185K | Buy |
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|
2018
Q2 | $147K | Buy |
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|
2018
Q1 | $143K | Buy |
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|
2017
Q4 | $131K | Sell |
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|
2017
Q3 | $165K | Hold |
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|
2017
Q2 | $166K | Hold |
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|
2017
Q1 | $169K | Buy |
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