Wealthcare Advisory Partners’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 | $174K | Buy |
19,029
+122
| +0.6% | +$1.12K | ﹤0.01% | 937 |
|
|
2025
Q1 | $182K | Buy |
18,907
+1,613
| +9% | +$15.6K | ﹤0.01% | 873 |
|
|
2024
Q4 | $170K | Sell |
17,294
-2,181
| -11% | -$21.4K | ﹤0.01% | 866 |
|
|
2024
Q3 | $200K | Buy |
+19,475
| New | +$200K | 0.01% | 842 |
|
|
2024
Q1 | – | Sell |
-12,932
| Closed | -$123K | – | 832 |
|
|
2023
Q4 | $123K | Buy |
12,932
+35
| +0.3% | +$334 | ﹤0.01% | 735 |
|
|
2023
Q3 | $108K | Buy |
12,897
+22
| +0.2% | +$183 | ﹤0.01% | 686 |
|
|
2023
Q2 | $121K | Buy |
+12,875
| New | +$121K | 0.01% | 705 |
|
|
2023
Q1 | – | Sell |
-16,809
| Closed | -$166K | – | 748 |
|
|
2022
Q4 | $166K | Buy |
16,809
+36
| +0.2% | +$356 | 0.01% | 670 |
|
|
2022
Q3 | $153K | Buy |
16,773
+37
| +0.2% | +$338 | 0.01% | 579 |
|
|
2022
Q2 | $170K | Sell |
16,736
-17,639
| -51% | -$179K | 0.01% | 540 |
|
|
2022
Q1 | $396K | Sell |
34,375
-11,128
| -24% | -$128K | 0.02% | 353 |
|
|
2021
Q4 | $611K | Hold |
45,503
| – | – | 0.04% | 280 |
|
|
2021
Q3 | $610K | Hold |
45,503
| – | – | 0.04% | 281 |
|
|
2021
Q2 | $624K | Sell |
45,503
-3,712
| -8% | -$50.9K | 0.04% | 271 |
|
|
2021
Q1 | $650K | Buy |
49,215
+14,635
| +42% | +$193K | 0.05% | 247 |
|
|
2020
Q4 | $443K | Buy |
34,580
+17,880
| +107% | +$229K | 0.04% | 252 |
|
|
2020
Q3 | $201K | Buy |
+16,700
| New | +$201K | 0.02% | 337 |
|
|
2020
Q2 | – | Sell |
-4,500
| Closed | -$53K | – | 1315 |
|
|
2020
Q1 | $53K | Buy |
+4,500
| New | +$53K | 0.01% | 505 |
|