United Capital Financial Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,545
| Closed | -$68.9K | – | 1076 |
|
|
2024
Q1 | $68.9K | Hold |
10,545
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q4 | $67K | Sell |
10,545
-2,018
| -16% | -$12.8K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $73K | Sell |
12,563
-1,502
| -11% | -$8.73K | ﹤0.01% | 823 |
|
|
2023
Q2 | $87.8K | Sell |
14,065
-1,327
| -9% | -$8.28K | ﹤0.01% | 877 |
|
|
2023
Q1 | $102K | Sell |
15,392
-5,400
| -26% | -$35.9K | ﹤0.01% | 940 |
|
|
2022
Q4 | $130K | Sell |
20,792
-13,016
| -38% | -$81.2K | ﹤0.01% | 1005 |
|
|
2022
Q3 | $198K | Sell |
33,808
-6,051
| -15% | -$35.4K | ﹤0.01% | 1029 |
|
|
2022
Q2 | $257K | Sell |
39,859
-2,580
| -6% | -$16.6K | ﹤0.01% | 985 |
|
|
2022
Q1 | $301K | Sell |
42,439
-3,832
| -8% | -$27.2K | ﹤0.01% | 982 |
|
|
2021
Q4 | $370K | Sell |
46,271
-10,274
| -18% | -$82.2K | ﹤0.01% | 952 |
|
|
2021
Q3 | $450K | Hold |
56,545
| – | – | ﹤0.01% | 880 |
|
|
2021
Q2 | $470K | Sell |
56,545
-2,233
| -4% | -$18.6K | ﹤0.01% | 871 |
|
|
2021
Q1 | $464K | Sell |
58,778
-102
| -0.2% | -$805 | ﹤0.01% | 861 |
|
|
2020
Q4 | $465K | Sell |
58,880
-4,359
| -7% | -$34.4K | ﹤0.01% | 862 |
|
|
2020
Q3 | $462K | Hold |
63,239
| – | – | ﹤0.01% | 844 |
|
|
2020
Q2 | $453K | Sell |
63,239
-6,264
| -9% | -$44.9K | ﹤0.01% | 899 |
|
|
2020
Q1 | $478K | Sell |
69,503
-18,423
| -21% | -$127K | ﹤0.01% | 831 |
|
|
2019
Q4 | $694K | Sell |
87,926
-4,571
| -5% | -$36.1K | ﹤0.01% | 892 |
|
|
2019
Q3 | $733K | Sell |
92,497
-184,143
| -67% | -$1.46M | 0.01% | 831 |
|
|
2019
Q2 | $2.12M | Buy |
276,640
+51,853
| +23% | +$397K | 0.01% | 600 |
|
|
2019
Q1 | $1.75M | Buy |
224,787
+55,792
| +33% | +$434K | 0.01% | 623 |
|
|
2018
Q4 | $1.18M | Sell |
168,995
-5,434
| -3% | -$37.8K | 0.01% | 667 |
|
|
2018
Q3 | $1.34M | Sell |
174,429
-672
| -0.4% | -$5.16K | 0.01% | 696 |
|
|
2018
Q2 | $1.32M | Sell |
175,101
-58,476
| -25% | -$441K | 0.01% | 692 |
|
|
2018
Q1 | $1.73M | Buy |
233,577
+41,632
| +22% | +$309K | 0.01% | 632 |
|
|
2017
Q4 | $1.54M | Buy |
191,945
+18,242
| +11% | +$146K | 0.01% | 663 |
|
|
2017
Q3 | $1.37M | Buy |
173,703
+15,801
| +10% | +$125K | 0.01% | 687 |
|
|
2017
Q2 | $1.22M | Sell |
157,902
-17,683
| -10% | -$137K | 0.01% | 711 |
|
|
2017
Q1 | $1.32M | Sell |
175,585
-14,834
| -8% | -$112K | 0.01% | 661 |
|
|
2016
Q4 | $1.37M | Sell |
190,419
-8,228
| -4% | -$59K | 0.01% | 652 |
|
|
2016
Q3 | $1.65M | Buy |
198,647
+27,989
| +16% | +$232K | 0.02% | 637 |
|
|
2016
Q2 | $1.37M | Buy |
170,658
+41,921
| +33% | +$335K | 0.01% | 644 |
|
|
2016
Q1 | $989K | Buy |
128,737
+20,607
| +19% | +$158K | 0.01% | 698 |
|
|
2015
Q4 | $788K | Buy |
108,130
+18,960
| +21% | +$138K | 0.01% | 755 |
|
|
2015
Q3 | $603K | Buy |
89,170
+15,100
| +20% | +$102K | 0.01% | 833 |
|
|
2015
Q2 | $495K | Buy |
74,070
+14,201
| +24% | +$94.9K | 0.01% | 925 |
|
|
2015
Q1 | $426K | Buy |
59,869
+27,757
| +86% | +$198K | 0.01% | 956 |
|
|
2014
Q4 | $224K | Buy |
32,112
+328
| +1% | +$2.29K | ﹤0.01% | 1059 |
|
|
2014
Q3 | $216K | Buy |
+31,784
| New | +$216K | ﹤0.01% | 1027 |
|