Wealthcare Advisory Partners’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
2021
Q2
Sell
-5,473
Closed -$86K 1173
2021
Q1
$86K Buy
+5,473
New +$85.6K 0.01% 714
2020
Q2
Sell
-3,000
Closed -$42K 830
2020
Q1
$42K Buy
+3,000
New +$45.4K 0.01% 546

Other funds holding IIM

Wealthcare Advisory Partners's IIM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2021, closing a stake of 5,473 shares — an estimated $86K sold.

Wealthcare Advisory Partners first reported a position in IIM in Q1 2020 and held it in 2 quarters. The position peaked at $86K in Q1 2021. 86 funds tracked by Wall St. Rank hold IIM as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Invesco Value Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,473 Invesco Value Municipal Income Trust shares in Q2 2021, an estimated $86K.
  • Wealthcare Advisory Partners first reported a position in Invesco Value Municipal Income Trust in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Invesco Value Municipal Income Trust position peaked at $86K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.