WestHill Financial Advisors’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Hold |
11,925
| – | – | 0.03% | 71 |
|
|
2025
Q1 | $127K | Hold |
11,925
| – | – | 0.03% | 71 |
|
|
2024
Q4 | $130K | Hold |
11,925
| – | – | 0.03% | 76 |
|
|
2024
Q3 | $130K | Hold |
11,925
| – | – | 0.03% | 73 |
|
|
2024
Q2 | $124K | Hold |
11,925
| – | – | 0.03% | 69 |
|
|
2024
Q1 | $119K | Hold |
11,925
| – | – | 0.03% | 75 |
|
|
2023
Q4 | $117K | Buy |
+11,925
| New | +$117K | 0.03% | 74 |
|