Stordahl Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,708
| Closed | -$203K | – | 58 |
|
|
2023
Q1 | $203K | Hold |
20,708
| – | – | 0.06% | 53 |
|
|
2022
Q4 | $205K | Buy |
+20,708
| New | +$205K | 0.07% | 49 |
|
|
2022
Q2 | – | Sell |
-20,708
| Closed | -$237K | – | 57 |
|
|
2022
Q1 | $237K | Hold |
20,708
| – | – | 0.09% | 49 |
|
|
2021
Q4 | $286K | Hold |
20,708
| – | – | 0.11% | 41 |
|
|
2021
Q3 | $283K | Hold |
20,708
| – | – | 0.11% | 40 |
|
|
2021
Q2 | $282K | Hold |
20,708
| – | – | 0.11% | 40 |
|
|
2021
Q1 | $273K | Hold |
20,708
| – | – | 0.12% | 38 |
|
|
2020
Q4 | $265K | Hold |
20,708
| – | – | 0.12% | 40 |
|
|
2020
Q3 | $253K | Buy |
20,708
+5,717
| +38% | +$69.8K | 0.13% | 39 |
|
|
2020
Q2 | $178K | Hold |
14,991
| – | – | 0.1% | 41 |
|
|
2020
Q1 | $165K | Hold |
14,991
| – | – | 0.1% | 38 |
|
|
2019
Q4 | $185K | Hold |
14,991
| – | – | 0.07% | 46 |
|
|
2019
Q3 | $188K | Hold |
14,991
| – | – | 0.08% | 44 |
|
|
2019
Q2 | $185K | Hold |
14,991
| – | – | 0.07% | 48 |
|
|
2019
Q1 | $179K | Sell |
14,991
-255
| -2% | -$3.05K | 0.07% | 49 |
|
|
2018
Q4 | $170K | Hold |
15,246
| – | – | 0.08% | 42 |
|
|
2018
Q3 | $168K | Hold |
15,246
| – | – | 0.08% | 43 |
|
|
2018
Q2 | $179K | Hold |
15,246
| – | – | 0.08% | 43 |
|
|
2018
Q1 | $179K | Hold |
15,246
| – | – | 0.09% | 43 |
|
|
2017
Q4 | $189K | Buy |
+15,246
| New | +$189K | 0.09% | 43 |
|