Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
10,888
-3,678
| -25% | -$43K | ﹤0.01% | 3071 |
|
|
2025
Q1 | $174K | Sell |
14,566
-304
| -2% | -$3.64K | ﹤0.01% | 2636 |
|
|
2024
Q4 | $177K | Buy |
14,870
+3,260
| +28% | +$38.8K | ﹤0.01% | 2691 |
|
|
2024
Q3 | $150K | Buy |
11,610
+350
| +3% | +$4.51K | ﹤0.01% | 2471 |
|
|
2024
Q2 | $139K | Sell |
11,260
-2,200
| -16% | -$27.1K | ﹤0.01% | 2354 |
|
|
2024
Q1 | $162K | Sell |
13,460
-1,800
| -12% | -$21.6K | ﹤0.01% | 2236 |
|
|
2023
Q4 | $179K | Buy |
15,260
+4,000
| +36% | +$46.9K | ﹤0.01% | 2102 |
|
|
2023
Q3 | $117K | Buy |
+11,260
| New | +$117K | ﹤0.01% | 2069 |
|