Avior Wealth Management’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 | – | Sell |
-17,401
| Closed | -$168K | – | 736 |
|
|
2025
Q1 | $168K | Sell |
17,401
-2,217
| -11% | -$21.5K | 0.01% | 675 |
|
|
2024
Q4 | $193K | Buy |
19,618
+5,841
| +42% | +$57.6K | 0.01% | 710 |
|
|
2024
Q3 | $144K | Sell |
13,777
-196
| -1% | -$2.05K | 0.01% | 785 |
|
|
2024
Q2 | $139K | Hold |
13,973
| – | – | 0.01% | 773 |
|
|
2024
Q1 | $135K | Buy |
+13,973
| New | +$135K | 0.01% | 833 |
|
|
2023
Q1 | – | Sell |
-10,000
| Closed | -$94.2K | – | 1649 |
|
|
2022
Q4 | $94.2K | Buy |
+10,000
| New | +$94.2K | 0.01% | 541 |
|