TFCM
VTA
Taylor Frigon Capital Management’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-137,454
| Closed | -$1.44M | – | 94 |
|
|
2015
Q4 | $1.44M | Buy |
137,454
+1,268
| +0.9% | +$13.3K | 1.62% | 19 |
|
|
2015
Q3 | $1.44M | Buy |
136,186
+7,521
| +6% | +$79.6K | 1.6% | 23 |
|
|
2015
Q2 | $1.51M | Sell |
128,665
-27,176
| -17% | -$319K | 1.57% | 26 |
|
|
2015
Q1 | $1.87M | Buy |
155,841
+2,101
| +1% | +$25.2K | 1.73% | 13 |
|
|
2014
Q4 | $1.82M | Buy |
+153,740
| New | +$1.82M | 1.71% | 10 |
|