BAM
Baldrige Asset Management’s Invesco Quality Municipal Securities IQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $45K | Hold |
4,500
| – | – | 0.02% | 182 |
|
|
2022
Q4 | $42K | Hold |
4,500
| – | – | 0.02% | 184 |
|
|
2022
Q3 | $41K | Hold |
4,500
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $46K | Hold |
4,500
| – | – | 0.02% | 172 |
|
|
2022
Q1 | $51K | Hold |
4,500
| – | – | 0.02% | 177 |
|
|
2021
Q4 | $61K | Hold |
4,500
| – | – | 0.02% | 157 |
|
|
2021
Q3 | $59K | Hold |
4,500
| – | – | 0.02% | 156 |
|
|
2021
Q2 | $61K | Buy |
+4,500
| New | +$61K | 0.03% | 154 |
|