Venturi Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,366
| Closed | -$61.9K | – | 1801 |
|
2024
Q4 | $61.9K | Buy |
6,366
+5,720
| +885% | +$55.6K | ﹤0.01% | 960 |
|
2024
Q3 | $6.64K | Hold |
646
| – | – | ﹤0.01% | 1313 |
|
2024
Q2 | $6.51K | Hold |
646
| – | – | ﹤0.01% | 1176 |
|
2024
Q1 | $6.29K | Hold |
646
| – | – | ﹤0.01% | 1035 |
|
2023
Q4 | $6.21K | Hold |
646
| – | – | ﹤0.01% | 984 |
|
2023
Q3 | $5.32K | Hold |
646
| – | – | ﹤0.01% | 958 |
|
2023
Q2 | $6.11K | Hold |
646
| – | – | ﹤0.01% | 722 |
|
2023
Q1 | $6.34K | Buy |
+646
| New | +$6.34K | ﹤0.01% | 789 |
|