Worth Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 543 |
|
|
2023
Q1 | – | Sell |
-10,020
| Closed | -$99.3K | – | 542 |
|
|
2022
Q4 | $99.3K | Sell |
10,020
-5,010
| -33% | -$49.6K | 0.07% | 124 |
|
|
2022
Q3 | $137K | Hold |
15,030
| – | – | 0.1% | 75 |
|
|
2022
Q2 | $155K | Hold |
15,030
| – | – | 0.11% | 91 |
|
|
2022
Q1 | $155K | Buy |
+15,030
| New | +$155K | 0.1% | 94 |
|