Tradition Wealth Management’s Invesco Value Municipal Income Trust IIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
| Closed | -$6K | – | 1396 |
|
|
2023
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 1113 |
|
|
2022
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 917 |
|
|
2022
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 969 |
|
|
2021
Q4 | $9K | Sell |
500
-4,000
| -89% | -$72K | ﹤0.01% | 938 |
|
|
2021
Q3 | $73K | Hold |
4,500
| – | – | 0.01% | 423 |
|
|
2021
Q2 | $74K | Hold |
4,500
| – | – | 0.01% | 445 |
|
|
2021
Q1 | $71K | Hold |
4,500
| – | – | 0.01% | 370 |
|
|
2020
Q4 | $70K | Buy |
+4,500
| New | +$70K | 0.01% | 344 |
|