WealthBridge Capital Management’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,954
| Closed | -$147K | – | 141 |
|
|
2019
Q4 | $147K | Hold |
12,954
| – | – | 0.1% | 121 |
|
|
2019
Q3 | $143K | Sell |
12,954
-6,109
| -32% | -$67.4K | 0.1% | 116 |
|
|
2019
Q2 | $196K | Buy |
19,063
+5,275
| +38% | +$54.2K | 0.18% | 100 |
|
|
2019
Q1 | $156K | Sell |
13,788
-5,275
| -28% | -$59.7K | 0.1% | 131 |
|
|
2018
Q4 | $196K | Buy |
+19,063
| New | +$196K | 0.15% | 101 |
|