United Capital Financial Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $345K | Hold |
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|
2019
Q3 | $335K | Sell |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $357K | Buy |
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|
2018
Q4 | $320K | Sell |
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|
2018
Q3 | $1.33M | Sell |
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|
2018
Q2 | $1.38M | Sell |
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|
2018
Q1 | $1.48M | Buy |
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|
2017
Q4 | $1.44M | Buy |
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|
2017
Q3 | $1.43M | Buy |
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|
2017
Q2 | $1.33M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $1.12M | Sell |
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|
2016
Q3 | $1.44M | Sell |
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|
2016
Q2 | $4.03M | Sell |
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|
2016
Q1 | $4.13M | Sell |
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|
2015
Q4 | $4.74M | Buy |
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|
2015
Q3 | $4.25M | Buy |
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|
2015
Q2 | $3.78M | Buy |
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|
2015
Q1 | $3.07M | Buy |
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|
2014
Q4 | $2.1M | Sell |
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|
2014
Q3 | $2.79M | Buy |
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|
2014
Q2 | $2.92M | Buy |
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|
2014
Q1 | $861K | Buy |
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