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Compass Financial Group, INC/SD → VKQ
Compass Financial Group, INC/SD VKQ Position History
Invesco Municipal Trust • Financial Services
Quarters held
5
Latest value
$206K
Q3 2026
Peak value
$244K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $235K |
| Q4 2025 | $235K |
| Q1 2026 | $232K |
| Q2 2026 | $244K |
| Q3 2026 | $206K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $206K | 24.3K | — | — |
| Q2 2026 | $244K | 24.3K | — | — |
| Q1 2026 | $232K | 24.3K | — | — |
| Q4 2025 | $235K | 24.3K | — | — |
| Q3 2025 | $235K | 24.3K | — | — |