Bar Harbor 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 | $125K | Hold |
13,348
| – | – | 0.01% | 253 |
|
2025
Q1 | $129K | Hold |
13,348
| – | – | 0.01% | 252 |
|
2024
Q4 | $132K | Hold |
13,348
| – | – | 0.01% | 255 |
|
2024
Q3 | $139K | Hold |
13,348
| – | – | 0.01% | 265 |
|
2024
Q2 | $132K | Hold |
13,348
| – | – | 0.01% | 257 |
|
2024
Q1 | $129K | Hold |
13,348
| – | – | 0.01% | 257 |
|
2023
Q4 | $127K | Hold |
13,348
| – | – | 0.01% | 251 |
|
2023
Q3 | $112K | Hold |
13,348
| – | – | 0.01% | 246 |
|
2023
Q2 | $128K | Hold |
13,348
| – | – | 0.01% | 256 |
|
2023
Q1 | $133K | Hold |
13,348
| – | – | 0.01% | 245 |
|
2022
Q4 | $126K | Hold |
13,348
| – | – | 0.01% | 251 |
|
2022
Q3 | $122K | Buy |
+13,348
| New | +$122K | 0.01% | 249 |
|