Wellspring Financial Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,000
| Closed | -$156K | – | 158 |
|
|
2024
Q1 | $156K | Hold |
16,000
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $154K | Buy |
16,000
+2,400
| +18% | +$23.1K | 0.04% | 130 |
|
|
2023
Q3 | $112K | Hold |
13,600
| – | – | 0.03% | 119 |
|
|
2023
Q2 | $129K | Hold |
13,600
| – | – | 0.04% | 112 |
|
|
2023
Q1 | $133K | Hold |
13,600
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $135K | Buy |
+13,600
| New | +$135K | 0.04% | 120 |
|
|
2021
Q2 | – | Sell |
-18,000
| Closed | -$206K | – | 116 |
|
|
2021
Q1 | $206K | Buy |
+18,000
| New | +$206K | 0.1% | 83 |
|
|
2020
Q2 | – | Sell |
-18,000
| Closed | -$206K | – | 97 |
|
|
2020
Q1 | $206K | Buy |
+18,000
| New | +$206K | 0.1% | 83 |
|