Stifel Financial’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $117K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $111K | Buy |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $88.3K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $93K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $120K | Sell |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $270K | Sell |
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|
2021
Q1 | $295K | Sell |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q2 | $141K | Buy |
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|
2020
Q1 | $128K | Hold |
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|
2019
Q4 | $144K | Sell |
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|
2019
Q3 | $153K | Sell |
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|
2019
Q2 | $188K | Sell |
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|
2019
Q1 | $203K | Sell |
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|
2018
Q4 | $190K | Buy |
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|
2018
Q3 | $178K | Buy |
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|
2018
Q2 | $175K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $250K | Sell |
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|
2017
Q2 | $273K | Sell |
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|
2017
Q1 | $389K | Buy |
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|
2016
Q4 | $301K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $274K | Hold |
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|
2014
Q4 | $263K | Buy |
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|
2014
Q3 | $249K | Buy |
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|
2014
Q2 | $216K | Buy |
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