Summit Trail Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
13,270
+553
| +4% | +$5.08K | ﹤0.01% | 1088 |
|
|
2025
Q1 | $121K | Buy |
12,717
+410
| +3% | +$3.89K | ﹤0.01% | 406 |
|
|
2024
Q4 | $120K | Sell |
12,307
-106
| -0.9% | -$1.03K | ﹤0.01% | 378 |
|
|
2024
Q3 | $127K | Buy |
+12,413
| New | +$127K | ﹤0.01% | 696 |
|
|
2024
Q2 | – | Sell |
-18,955
| Closed | -$184K | – | 673 |
|
|
2024
Q1 | $184K | Sell |
18,955
-2,781
| -13% | -$27.1K | ﹤0.01% | 566 |
|
|
2023
Q4 | $209K | Buy |
21,736
+5,918
| +37% | +$56.9K | 0.01% | 487 |
|
|
2023
Q3 | $130K | Sell |
15,818
-3,287
| -17% | -$27.1K | ﹤0.01% | 519 |
|
|
2023
Q2 | $181K | Buy |
+19,105
| New | +$181K | 0.01% | 497 |
|
|
2023
Q1 | – | Sell |
-26,677
| Closed | -$264K | – | 440 |
|
|
2022
Q4 | $264K | Buy |
26,677
+11,733
| +79% | +$116K | 0.01% | 306 |
|
|
2022
Q3 | $136K | Buy |
+14,944
| New | +$136K | 0.01% | 348 |
|
|
2018
Q3 | – | Sell |
-2,771
| Closed | -$33K | – | 444 |
|
|
2018
Q2 | $33K | Buy |
+2,771
| New | +$33K | 0.01% | 344 |
|