Stratos Wealth Partners’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-10,447
| Closed | -$106K | – | 1233 |
|
2022
Q2 | $106K | Buy |
+10,447
| New | +$106K | ﹤0.01% | 1133 |
|
2020
Q1 | – | Sell |
-12,579
| Closed | -$155K | – | 1048 |
|
2019
Q4 | $155K | Hold |
12,579
| – | – | 0.01% | 931 |
|
2019
Q3 | $159K | Buy |
12,579
+30
| +0.2% | +$379 | 0.01% | 897 |
|
2019
Q2 | $155K | Buy |
+12,549
| New | +$155K | 0.01% | 899 |
|
2018
Q4 | – | Sell |
-5,823
| Closed | -$67K | – | 2450 |
|
2018
Q3 | $67K | Buy |
+5,823
| New | +$67K | ﹤0.01% | 1325 |
|
2018
Q2 | – | Sell |
-5,823
| Closed | -$68K | – | 2533 |
|
2018
Q1 | $68K | Sell |
5,823
-3,000
| -34% | -$35K | ﹤0.01% | 1412 |
|
2017
Q4 | $110K | Buy |
+8,823
| New | +$110K | ﹤0.01% | 1142 |
|