Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| VAN KAMPEN MUNICIPAL TRUST | 10,746.52 | reported | 05 Nov 2025 | tx 2+10,600 |
| Invesco Quality Municipal Income Trust | 5,360 | reported | 24 Jun 2025 | tx 6+6,705−2,334 |
| Invesco Advantage Municipal Income Trust II | 0 | reported | 11 Apr 2022 | tx 2+1,500−1,620 |
| MORGAN STANLEY INSURED MUNICIPAL INCOME TRUST | 0 | reported | 03 Jun 2022 | tx 4+3,720−3,870.86 |
| VAN KAMPEN MUNICIPAL OPPORTUNITY TRUST | 0 | reported | 22 Nov 2016 | tx 2+450−461 |
3 purchases reported after at least 12 months of silence — most recent on 03 Jun 2025.