V Wealth Advisors’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,490
| Closed | -$74.3K | – | 386 |
|
|
2023
Q2 | $74.3K | Sell |
10,490
-500
| -5% | -$3.54K | 0.01% | 379 |
|
|
2023
Q1 | $80.1K | Hold |
10,990
| – | – | 0.02% | 374 |
|
|
2022
Q4 | $88.8K | Hold |
10,990
| – | – | 0.02% | 358 |
|
|
2022
Q3 | $85K | Hold |
10,990
| – | – | 0.02% | 366 |
|
|
2022
Q2 | $94K | Hold |
10,990
| – | – | 0.02% | 399 |
|
|
2022
Q1 | $100K | Hold |
10,990
| – | – | 0.02% | 431 |
|
|
2021
Q4 | $108K | Hold |
10,990
| – | – | 0.02% | 444 |
|
|
2021
Q3 | $108K | Hold |
10,990
| – | – | 0.02% | 461 |
|
|
2021
Q2 | $108K | Hold |
10,990
| – | – | 0.02% | 459 |
|
|
2021
Q1 | $107K | Hold |
10,990
| – | – | 0.02% | 416 |
|
|
2020
Q4 | $95K | Buy |
10,990
+500
| +5% | +$4.32K | 0.02% | 375 |
|
|
2020
Q3 | $83K | Sell |
10,490
-500
| -5% | -$3.96K | 0.06% | 170 |
|
|
2020
Q2 | $85K | Buy |
+10,990
| New | +$85K | 0.02% | 338 |
|
|
2019
Q4 | – | Sell |
-10,990
| Closed | -$114K | – | 288 |
|
|
2019
Q3 | $114K | Buy |
+10,990
| New | +$114K | 0.04% | 282 |
|
|
2019
Q2 | – | Sell |
-11,240
| Closed | -$112K | – | 287 |
|
|
2019
Q1 | $112K | Buy |
+11,240
| New | +$112K | 0.05% | 250 |
|