Wealth Alliance Advisory Group’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
72,716
+2,750
| +4% | +$25.2K | 0.13% | 92 |
|
|
2025
Q1 | $675K | Buy |
69,966
+3,450
| +5% | +$33.3K | 0.14% | 90 |
|
|
2024
Q4 | $653K | Buy |
66,516
+6,134
| +10% | +$60.2K | 0.14% | 95 |
|
|
2024
Q3 | $620K | Buy |
60,382
+3,273
| +6% | +$33.6K | 0.13% | 102 |
|
|
2024
Q2 | $569K | Buy |
57,109
+1,803
| +3% | +$18K | 0.13% | 97 |
|
|
2024
Q1 | $536K | Sell |
55,306
-2,500
| -4% | -$24.3K | 0.12% | 99 |
|
|
2023
Q4 | $551K | Sell |
57,806
-12,000
| -17% | -$114K | 0.14% | 90 |
|
|
2023
Q3 | $582K | Buy |
69,806
+13,950
| +25% | +$116K | 0.17% | 79 |
|
|
2023
Q2 | $527K | Sell |
55,856
-12,000
| -18% | -$113K | 0.19% | 83 |
|
|
2023
Q1 | $673K | Buy |
67,856
+250
| +0.4% | +$2.48K | 0.25% | 65 |
|
|
2022
Q4 | $669K | Buy |
67,606
+39,411
| +140% | +$390K | 0.26% | 62 |
|
|
2022
Q3 | $258K | Buy |
28,195
+5,694
| +25% | +$52.1K | 0.11% | 113 |
|
|
2022
Q2 | $229K | Buy |
22,501
+1,010
| +5% | +$10.3K | 0.11% | 123 |
|
|
2022
Q1 | $247K | Buy |
21,491
+4,149
| +24% | +$47.7K | 0.11% | 127 |
|
|
2021
Q4 | $233K | Buy |
17,342
+742
| +4% | +$9.97K | 0.1% | 137 |
|
|
2021
Q3 | $222K | Hold |
16,600
| – | – | 0.11% | 128 |
|
|
2021
Q2 | $228K | Sell |
16,600
-5,400
| -25% | -$74.2K | 0.11% | 131 |
|
|
2021
Q1 | $290K | Hold |
22,000
| – | – | 0.15% | 109 |
|
|
2020
Q4 | $282K | Hold |
22,000
| – | – | 0.15% | 111 |
|
|
2020
Q3 | $264K | Hold |
22,000
| – | – | 0.16% | 96 |
|
|
2020
Q2 | $259K | Hold |
22,000
| – | – | 0.16% | 91 |
|
|
2020
Q1 | $257K | Hold |
22,000
| – | – | 0.2% | 81 |
|
|
2019
Q4 | $272K | Hold |
22,000
| – | – | 0.16% | 102 |
|
|
2019
Q3 | $277K | Hold |
22,000
| – | – | 0.17% | 89 |
|
|
2019
Q2 | $278K | Hold |
22,000
| – | – | 0.17% | 93 |
|
|
2019
Q1 | $266K | Buy |
22,000
+5,600
| +34% | +$67.7K | 0.17% | 99 |
|
|
2018
Q4 | $183K | Hold |
16,400
| – | – | 0.14% | 112 |
|
|
2018
Q3 | $189K | Hold |
16,400
| – | – | 0.1% | 134 |
|
|
2018
Q2 | $194K | Hold |
16,400
| – | – | 0.11% | 123 |
|
|
2018
Q1 | $192K | Hold |
16,400
| – | – | 0.11% | 114 |
|
|
2017
Q4 | $205K | Buy |
+16,400
| New | +$205K | 0.18% | 88 |
|