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Whipplewood Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Whipplewood Advisors’s Portfolio IIM Stock Details IIM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$890K Buy
76,462
+76,231
+33,000% +$887K 0.49% 58
2025
Q1 		$915K Sell
231
-75,391
-100% -$298M 0.54% 48
2024
Q4 		$899K Buy
+75,622
New +$899K 0.51% 50