Atomi Financial Group’s Invesco Quality Municipal Securities IQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Sell |
19,965
-4,311
| -18% | -$40.4K | 0.01% | 1052 |
|
|
2025
Q1 | $235K | Buy |
24,276
+2,552
| +12% | +$24.7K | 0.01% | 891 |
|
|
2024
Q4 | $214K | Sell |
21,724
-1,448
| -6% | -$14.3K | 0.01% | 890 |
|
|
2024
Q3 | $242K | Buy |
23,172
+2,049
| +10% | +$21.4K | 0.02% | 765 |
|
|
2024
Q2 | $210K | Buy |
21,123
+1,038
| +5% | +$10.3K | 0.02% | 720 |
|
|
2024
Q1 | $194K | Buy |
20,085
+7,532
| +60% | +$72.9K | 0.02% | 684 |
|
|
2023
Q4 | $119K | Sell |
12,553
-6,168
| -33% | -$58.7K | 0.02% | 575 |
|
|
2023
Q3 | $157K | Buy |
+18,721
| New | +$157K | 0.05% | 326 |
|