Phillips James D (CIK 0001481980)

Latest company ownership

Shares held
5,185
Last filed at
Jan 3, 2019
Confidence Score
50.0
2025Q4
Confidence Score History
2017Q1 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Jan 2, 2019 Jan 3, 2019 Invesco California Value Municipal Income Trust Other Sell 26.3 -1,115 -17.70% $12.7K
Jul 20, 2018 Jul 24, 2018 Invesco California Value Municipal Income Trust Other Sell 26.3 -1,700 -21.25% $20.1K
Feb 7, 2018 Feb 9, 2018 Invesco California Value Municipal Income Trust Other Sell 26.3 -2,000 -20.00% $24.2K
Feb 1, 2017 Feb 2, 2017 Invesco California Value Municipal Income Trust Other Buy 95.0 +10,000 100.00% $124.2K