WealthPLAN Partners’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-303	Closed	-$3.1K	–	1161
2023 Q2	$3.1K	Hold	303	–	–	﹤0.01%	996
2023 Q1	$3.17K	Buy	+303	New	+$3.17K	﹤0.01%	1060