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Winch Advisory Services’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Winch Advisory Services’s Portfolio VPV Stock Details VPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-772
Closed -$7.92K – 467
2024
Q1 		$7.92K Buy
+772
New +$7.82K ﹤0.01% 274

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RCM
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LSC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Winch Advisory Services's VPV Position: Q2 2024 in Review

Winch Advisory Services sold out of Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q2 2024, closing a stake of 772 shares — an estimated $7.92K sold.

Winch Advisory Services first reported a position in VPV in Q1 2024 and held it in 1 quarter. The position peaked at $7.92K in Q1 2024. 41 funds tracked by Wall St. Rank hold VPV as of Q2 2024.

  • Winch Advisory Services reported no remaining Invesco Pennsylvania Value Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • Winch Advisory Services sold 772 Invesco Pennsylvania Value Municipal Income Trust shares in Q2 2024, an estimated $7.92K.
  • Winch Advisory Services first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q1 2024 and held it in 1 quarter.
  • Winch Advisory Services's Invesco Pennsylvania Value Municipal Income Trust position peaked at $7.92K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q2 2024.

Based on Winch Advisory Services's 13F filing for Q2 2024, filed 31 Jul 2024.