Valeo Financial Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-156
| Closed | -$2K | – | 1052 |
|
|
2021
Q1 | $2K | Hold |
156
| – | – | ﹤0.01% | 1704 |
|
|
2020
Q4 | $2K | Hold |
156
| – | – | ﹤0.01% | 1491 |
|
|
2020
Q3 | $2K | Sell |
156
-383
| -71% | -$4.91K | ﹤0.01% | 1362 |
|
|
2020
Q2 | $8K | Buy |
539
+383
| +246% | +$5.69K | ﹤0.01% | 1282 |
|
|
2020
Q1 | $2K | Buy |
+156
| New | +$2K | ﹤0.01% | 1484 |
|