Wagner Wealth Management (South Carolina)’s Invesco Value Municipal Income Trust IIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.87M | Buy |
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|
2025
Q3 | $1.63M | Buy |
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|
2025
Q2 | $831K | Buy |
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|
2025
Q1 | $599K | Buy |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $598K | Buy |
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|
2021
Q4 | $611K | Buy |
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|
2021
Q3 | $579K | Buy |
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|
2021
Q2 | $584K | Buy |
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|
2021
Q1 | $552K | Buy |
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|
2020
Q4 | $548K | Buy |
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|
2018
Q3 | $663K | Buy |
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|
2018
Q2 | $676K | Buy |
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|
2018
Q1 | $642K | Sell |
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|
2017
Q4 | $689K | Buy |
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