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SteelPeak Wealth, LLC → VCV

SteelPeak Wealth, LLC VCV Position History

Invesco California Value Municipal Income Trust • Financial Services

Quarters held
9
Latest value
$1.5M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.2M
Q4 2025$176K
Q4 2025$2.1M
Q1 2026$165K
Q1 2026$2M
Q2 2026$170K
Q2 2026$1.8M
Q3 2026$163K
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M69.2K——
Q3 2026$163K18.1K——
Q2 2026$1.8M74.5K——
Q2 2026$170K15.8K——
Q1 2026$2M85.6K——
Q1 2026$165K15.8K——
Q4 2025$2.1M86.9K——
Q4 2025$176K15.8K——
Q3 2025$2.2M92.8K——

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