| |
| |
|
| Insider
Information: |
Oreilly Timothy M |
| Relationship: |
Portfolio Manager |
| City: |
Atlanta |
| State: |
GA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
1,945 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$22,037 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
1,945 |
|
|
| Total
Value |
$22,037 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
4
|
|
Stock
price went up :
|
1
|
1
|
| Stock
price went down : |
1
|
3
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 9.4%
|
 -10.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Invesco Quality Muni Inc T |
IQI |
Portfolio Manager |
2020-03-25 |
0 |
2016-04-22 |
0 |
Premium* |
|
|
Invesco Van Kampen Muni Op |
VMO |
Portfolio Manager |
2016-11-22 |
0 |
2016-06-03 |
0 |
Premium* |
|
|
Invesco Van Kampen Advanta |
VKI |
Portfolio Manager |
2022-04-11 |
0 |
2020-03-25 |
0 |
Premium* |
|
|
Invesco Insured Muni Inc |
IIM |
Portfolio Manager |
2022-04-11 |
1,945 |
2021-05-24 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
13 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| IIM |
Invesco Insured Muni Inc |
Portfolio Manager |
– – – |
2022-06-03 |
4 |
S |
$13.79 |
$26,833 |
D/D |
(1,946) |
0 |
0 |
% |
|
| IIM |
Invesco Insured Muni Inc |
Portfolio Manager |
– – – |
2022-04-11 |
4 |
S |
$13.54 |
$26,065 |
D/D |
(1,925) |
0 |
0 |
% |
|
| VKI |
Invesco Van Kampen Advant... |
Portfolio Manager |
– – – |
2022-04-11 |
4 |
S |
$9.89 |
$16,022 |
D/D |
(1,620) |
0 |
0 |
% |
|
| IIM |
Invesco Insured Muni Inc |
Portfolio Manager |
– – – |
2021-05-24 |
4 |
B |
$16.08 |
$59,818 |
D/D |
3,720 |
1,870 |
2.44 |
% |
|
| IQI |
Invesco Quality Muni Inc ... |
Portfolio Manager |
– – – |
2020-03-25 |
4 |
S |
$10.93 |
$17,313 |
D/D |
(1,584) |
0 |
0 |
% |
|
| VKI |
Invesco Van Kampen Advant... |
Portfolio Manager |
– – – |
2020-03-25 |
4 |
B |
$9.77 |
$14,655 |
D/D |
1,500 |
1,500 |
2.44 |
% |
|
| IQI |
Invesco Quality Muni Inc ... |
Portfolio Manager |
– – – |
2018-12-27 |
4 |
S |
$11.17 |
$8,380 |
D/D |
(750) |
1,352 |
0 |
- |
|
| VMO |
Invesco Van Kampen Muni O... |
Portfolio Manager |
– – – |
2016-11-22 |
4 |
S |
$12.78 |
$5,892 |
D/D |
(461) |
0 |
0 |
- |
|
| IQI |
Invesco Quality Muni Inc ... |
Portfolio Manager |
– – – |
2016-11-22 |
4 |
B |
$12.37 |
$2,721 |
D/D |
220 |
1,991 |
2.36 |
- |
|
| IQI |
Invesco Quality Muni Inc ... |
Portfolio Manager |
– – – |
2016-08-16 |
4 |
B |
$14.02 |
$10,515 |
D/D |
750 |
1,750 |
2.44 |
- |
|
| VMO |
Invesco Van Kampen Muni O... |
Portfolio Manager |
– – – |
2016-06-03 |
4 |
B |
$14.31 |
$6,440 |
D/D |
450 |
452 |
2.44 |
- |
|
| IQI |
Invesco Quality Muni Inc ... |
|
– – – |
2016-05-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
608 |
|
- |
|
| IQI |
Invesco Quality Muni Inc ... |
Portfolio Manager |
– – – |
2016-04-22 |
4 |
B |
$13.50 |
$5,063 |
D/D |
375 |
991 |
2.44 |
- |
|
13 Records found
|
1
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Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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|
