WFG Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,000
| Closed | -$36K | – | 1606 |
|
|
2016
Q4 | $36K | Hold |
5,000
| – | – | 0.01% | 796 |
|
|
2016
Q3 | $41K | Hold |
5,000
| – | – | 0.01% | 752 |
|
|
2016
Q2 | $41K | Hold |
5,000
| – | – | 0.01% | 738 |
|
|
2016
Q1 | $38K | Hold |
5,000
| – | – | 0.01% | 740 |
|
|
2015
Q4 | $36K | Hold |
5,000
| – | – | 0.01% | 748 |
|
|
2015
Q3 | $34K | Hold |
5,000
| – | – | 0.01% | 757 |
|
|
2015
Q2 | $33K | Hold |
5,000
| – | – | 0.01% | 840 |
|
|
2015
Q1 | $35K | Buy |
5,000
+2,500
| +100% | +$17.5K | 0.01% | 820 |
|
|
2014
Q4 | $17K | Hold |
2,500
| – | – | ﹤0.01% | 1280 |
|
|
2014
Q3 | $17K | Hold |
2,500
| – | – | ﹤0.01% | 1328 |
|
|
2014
Q2 | $17K | Hold |
2,500
| – | – | ﹤0.01% | 1327 |
|
|
2014
Q1 | $17K | Hold |
2,500
| – | – | ﹤0.01% | 1304 |
|
|
2013
Q4 | $16K | Buy |
+2,500
| New | +$16K | ﹤0.01% | 1427 |
|