United Capital Financial Advisors’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-47,720
| Closed | -$561K | – | 1228 |
|
|
2020
Q2 | $561K | Sell |
47,720
-4,227
| -8% | -$49.7K | ﹤0.01% | 824 |
|
|
2020
Q1 | $608K | Sell |
51,947
-10,232
| -16% | -$120K | 0.01% | 753 |
|
|
2019
Q4 | $769K | Sell |
62,179
-18,586
| -23% | -$230K | 0.01% | 861 |
|
|
2019
Q3 | $1.02M | Buy |
80,765
+21,480
| +36% | +$271K | 0.01% | 742 |
|
|
2019
Q2 | $730K | Buy |
59,285
+12,672
| +27% | +$156K | ﹤0.01% | 906 |
|
|
2019
Q1 | $562K | Buy |
46,613
+15,641
| +51% | +$189K | ﹤0.01% | 937 |
|
|
2018
Q4 | $345K | Buy |
30,972
+520
| +2% | +$5.79K | ﹤0.01% | 1025 |
|
|
2018
Q3 | $351K | Buy |
30,452
+12,838
| +73% | +$148K | ﹤0.01% | 1053 |
|
|
2018
Q2 | $208K | Buy |
+17,614
| New | +$208K | ﹤0.01% | 1215 |
|