Summit Trail Advisors’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
13,756
+1,039
| +8% | +$9.51K | ﹤0.01% | 1085 |
|
|
2025
Q1 | $123K | Buy |
12,717
+354
| +3% | +$3.42K | ﹤0.01% | 404 |
|
|
2024
Q4 | $121K | Sell |
12,363
-157
| -1% | -$1.54K | ﹤0.01% | 376 |
|
|
2024
Q3 | $128K | Buy |
+12,520
| New | +$128K | ﹤0.01% | 694 |
|
|
2024
Q2 | – | Sell |
-19,088
| Closed | -$185K | – | 672 |
|
|
2024
Q1 | $185K | Sell |
19,088
-2,367
| -11% | -$23K | ﹤0.01% | 563 |
|
|
2023
Q4 | $204K | Buy |
+21,455
| New | +$204K | 0.01% | 498 |
|