Wealth Enhancement Advisory Services’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $217K | Hold |
20,620
| – | – | ﹤0.01% | 2894 |
|
2025
Q1 | $219K | Hold |
20,620
| – | – | ﹤0.01% | 2597 |
|
2024
Q4 | $226K | Buy |
20,620
+1,000
| +5% | +$10.9K | ﹤0.01% | 2588 |
|
2024
Q3 | $214K | Hold |
19,620
| – | – | ﹤0.01% | 2385 |
|
2024
Q2 | $204K | Hold |
19,620
| – | – | ﹤0.01% | 2280 |
|
2024
Q1 | $195K | Hold |
19,620
| – | – | ﹤0.01% | 2210 |
|
2023
Q4 | $192K | Hold |
19,620
| – | – | ﹤0.01% | 2093 |
|
2023
Q3 | $165K | Buy |
+19,620
| New | +$165K | ﹤0.01% | 2025 |
|