Stifel Financial’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-16,715
| Closed | -$97.1K | – | 3393 |
|
2023
Q3 | $97.1K | Sell |
16,715
-2,374
| -12% | -$13.8K | ﹤0.01% | 3116 |
|
2023
Q2 | $119K | Hold |
19,089
| – | – | ﹤0.01% | 3147 |
|
2023
Q1 | $127K | Sell |
19,089
-1,947
| -9% | -$12.9K | ﹤0.01% | 3139 |
|
2022
Q4 | $131K | Buy |
21,036
+99
| +0.5% | +$618 | ﹤0.01% | 3089 |
|
2022
Q3 | $123K | Sell |
20,937
-390
| -2% | -$2.29K | ﹤0.01% | 3072 |
|
2022
Q2 | $138K | Buy |
21,327
+93
| +0.4% | +$602 | ﹤0.01% | 3100 |
|
2022
Q1 | $151K | Buy |
21,234
+2,705
| +15% | +$19.2K | ﹤0.01% | 3196 |
|
2021
Q4 | $148K | Hold |
18,529
| – | – | ﹤0.01% | 3203 |
|
2021
Q3 | $147K | Sell |
18,529
-4,729
| -20% | -$37.5K | ﹤0.01% | 3189 |
|
2021
Q2 | $193K | Hold |
23,258
| – | – | ﹤0.01% | 3143 |
|
2021
Q1 | $184K | Hold |
23,258
| – | – | ﹤0.01% | 3037 |
|
2020
Q4 | $184K | Sell |
23,258
-269
| -1% | -$2.13K | ﹤0.01% | 2839 |
|
2020
Q3 | $172K | Hold |
23,527
| – | – | ﹤0.01% | 2651 |
|
2020
Q2 | $168K | Buy |
23,527
+4,243
| +22% | +$30.3K | ﹤0.01% | 2624 |
|
2020
Q1 | $133K | Buy |
19,284
+1,500
| +8% | +$10.3K | ﹤0.01% | 2536 |
|
2019
Q4 | $140K | Buy |
17,784
+6,155
| +53% | +$48.5K | ﹤0.01% | 2848 |
|
2019
Q3 | $93K | Buy |
11,629
+174
| +2% | +$1.39K | ﹤0.01% | 2772 |
|
2019
Q2 | $87K | Buy |
+11,455
| New | +$87K | ﹤0.01% | 2833 |
|