LEGACY WEALTH PLANNING, LLC – Invesco Value Municipal Income Trust Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$226,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-10.57%
quarter
Invesco Value Municipal Income Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -27K | $11.51 | 19.66K | |
| Q2 2022 | share | 0.00% | 0 shares | -21K | $12.87 | 19.66K | |
| Q1 2022 | share | Decrease | -25.98% | -6.90K shares | -179K | $13.94 | 19.66K |
| Q4 2021 | share | Decrease | -0.56% | -150 shares | 17K | $16.97 | 26.56K |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $16.18 | 26.71K | |
| Q2 2021 | share | 0.00% | 0 shares | 22K | $16.18 | 26.71K | |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $15.19 | 26.71K | |
| Q4 2020 | share | 0.00% | 0 shares | 25K | $14.99 | 26.71K | |
| Q3 2020 | share | Increase | +29.40% | 6.07K shares | 95K | $13.92 | 26.71K |
| Q2 2020 | share | 0.00% | 0 shares | 6K | $13.51 | 20.64K | |
| Q1 2020 | share | 0.00% | 0 shares | -24K | $13.07 | 20.64K | |
| Q4 2019 | share | Increase | 0.00% | 20.64K shares | 316K | $14 | 20.64K |