Wellspring Financial Advisors’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 | $261K | Hold |
28,546
| – | – | 0.03% | 123 |
|
|
2025
Q1 | $275K | Sell |
28,546
-18,000
| -39% | -$174K | 0.03% | 104 |
|
|
2024
Q4 | $457K | Buy |
46,546
+10,500
| +29% | +$103K | 0.05% | 79 |
|
|
2024
Q3 | $370K | Hold |
36,046
| – | – | 0.04% | 99 |
|
|
2024
Q2 | $359K | Hold |
36,046
| – | – | 0.05% | 98 |
|
|
2024
Q1 | $350K | Hold |
36,046
| – | – | 0.06% | 91 |
|
|
2023
Q4 | $344K | Buy |
+36,046
| New | +$344K | 0.09% | 92 |
|