Westchester Capital Management (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Hold |
84,363
| – | – | 0.04% | 134 |
|
|
2025
Q1 | $801K | Hold |
84,363
| – | – | 0.04% | 112 |
|
|
2024
Q4 | $820K | Sell |
84,363
-12,095
| -13% | -$118K | 0.04% | 104 |
|
|
2024
Q3 | $991K | Sell |
96,458
-129,618
| -57% | -$1.33M | 0.04% | 108 |
|
|
2024
Q2 | $2.28M | Hold |
226,076
| – | – | 0.09% | 103 |
|
|
2024
Q1 | $2.2M | Hold |
226,076
| – | – | 0.08% | 121 |
|
|
2023
Q4 | $2.17M | Buy |
226,076
+93,437
| +70% | +$898K | 0.08% | 135 |
|
|
2023
Q3 | $1.09M | Buy |
+132,639
| New | +$1.09M | 0.03% | 197 |
|
|
2021
Q4 | – | Sell |
-3,615
| Closed | -$49K | – | 400 |
|
|
2021
Q3 | $49K | Buy |
+3,615
| New | +$49K | ﹤0.01% | 336 |
|