United Capital Financial Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $68.9K | Hold |
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|
2023
Q4 | $67K | Sell |
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|
2023
Q3 | $73K | Sell |
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|
2023
Q2 | $87.8K | Sell |
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|
2023
Q1 | $102K | Sell |
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|
2022
Q4 | $130K | Sell |
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|
2022
Q3 | $198K | Sell |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $464K | Sell |
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|
2020
Q4 | $465K | Sell |
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|
2020
Q3 | $462K | Hold |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $478K | Sell |
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|
2019
Q4 | $694K | Sell |
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|
2019
Q3 | $733K | Sell |
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|
2019
Q2 | $2.12M | Buy |
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|
2019
Q1 | $1.75M | Buy |
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $1.34M | Sell |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $1.73M | Buy |
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|
2017
Q4 | $1.54M | Buy |
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|
2017
Q3 | $1.37M | Buy |
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|
2017
Q2 | $1.22M | Sell |
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|
2017
Q1 | $1.32M | Sell |
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|
2016
Q4 | $1.36M | Sell |
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|
2016
Q3 | $1.65M | Buy |
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|
2016
Q2 | $1.36M | Buy |
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|
2016
Q1 | $989K | Buy |
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|
2015
Q4 | $788K | Buy |
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|
2015
Q3 | $603K | Buy |
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|
2015
Q2 | $495K | Buy |
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|
2015
Q1 | $426K | Buy |
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|
2014
Q4 | $224K | Buy |
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|
2014
Q3 | $216K | Buy |
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