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W.H. Cornerstone Investments’s Invesco Value Municipal Income Trust IIM Stock Holding History

W.H. Cornerstone Investments’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,813
Closed -$136K – 134
2022
Q3 		$136K Buy
+11,813
New +$156K 0.14% 118

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W.H. Cornerstone Investments's IIM Position: Q4 2022 in Review

W.H. Cornerstone Investments sold out of Invesco Value Municipal Income Trust (IIM) in Q4 2022, closing a stake of 11,813 shares — an estimated $136K sold.

W.H. Cornerstone Investments first reported a position in IIM in Q3 2022 and held it in 1 quarter. The position peaked at $136K in Q3 2022. 98 funds tracked by Wall St. Rank hold IIM as of Q4 2022.

  • W.H. Cornerstone Investments reported no remaining Invesco Value Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 11,813 Invesco Value Municipal Income Trust shares in Q4 2022, an estimated $136K.
  • W.H. Cornerstone Investments first reported a position in Invesco Value Municipal Income Trust in Q3 2022 and held it in 1 quarter.
  • W.H. Cornerstone Investments's Invesco Value Municipal Income Trust position peaked at $136K in Q3 2022.
  • 98 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q4 2022.

Based on W.H. Cornerstone Investments's 13F filing for Q4 2022, filed 2 Feb 2023.