Back to VKQ
Concurrent Investment Advisors, LLC → VKQ
Concurrent Investment Advisors, LLC VKQ Position History
Invesco Municipal Trust • Financial Services
Quarters held
12
Latest value
$170K
Q3 2026
Peak value
$412K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $405K |
| Q3 2025 | $130K |
| Q4 2025 | $830 |
| Q4 2025 | $387K |
| Q4 2025 | $116K |
| Q1 2026 | $219 |
| Q1 2026 | $412K |
| Q1 2026 | $122K |
| Q2 2026 | $402K |
| Q2 2026 | $147K |
| Q3 2026 | $347K |
| Q3 2026 | $170K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $170K | 19.6K | — | — |
| Q3 2026 | $347K | 40.9K | — | — |
| Q2 2026 | $147K | 13.8K | — | — |
| Q2 2026 | $402K | 40.0K | — | — |
| Q1 2026 | $122K | 12.3K | — | — |
| Q1 2026 | $412K | 43.3K | — | — |
| Q1 2026 | $219 | 23 | — | — |
| Q4 2025 | $116K | 11.2K | — | — |
| Q4 2025 | $387K | 40.1K | — | — |
| Q4 2025 | $830 | 86 | — | — |
| Q3 2025 | $130K | 12.8K | — | — |
| Q3 2025 | $405K | 42.0K | — | — |