Capital Investment Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $279K | Sell |
|
|||||
|
2025
Q2 | $286K | Sell |
|
|||||
|
2025
Q1 | $302K | Sell |
|
|||||
|
2024
Q4 | $314K | Buy |
|
|||||
|
2024
Q3 | $313K | Hold |
|
|||||
|
2024
Q2 | $298K | Sell |
|
|||||
|
2024
Q1 | $296K | Sell |
|
|||||
|
2023
Q4 | $314K | Buy |
|
|||||
|
2023
Q3 | $270K | Sell |
|
|||||
|
2023
Q2 | $316K | Sell |
|
|||||
|
2023
Q1 | $338K | Hold |
|
|||||
|
2022
Q4 | $319K | Sell |
|
|||||
|
2022
Q3 | $423K | Hold |
|
|||||
|
2022
Q2 | $473K | Sell |
|
|||||
|
2022
Q1 | $558K | Sell |
|
|||||
|
2021
Q4 | $747K | Hold |
|
|||||
|
2021
Q3 | $724K | Hold |
|
|||||
|
2021
Q2 | $742K | Buy |
|
|||||
|
2021
Q1 | $707K | Sell |
|
|||||
|
2020
Q4 | $714K | Hold |
|
|||||
|
2020
Q3 | $677K | Sell |
|
|||||
|
2020
Q2 | $665K | Buy |
|
|||||
|
2020
Q1 | $643K | Sell |
|
|||||
|
2019
Q4 | $707K | Hold |
|
|||||
|
2019
Q3 | $718K | Hold |
|
|||||
|
2019
Q2 | $698K | Sell |
|
|||||
|
2019
Q1 | $711K | Sell |
|
|||||
|
2018
Q4 | $704K | Sell |
|
|||||
|
2018
Q3 | $744K | Sell |
|
|||||
|
2018
Q2 | $814K | Buy |
|
|||||
|
2018
Q1 | $812K | Hold |
|
|||||
|
2017
Q4 | $854K | Sell |
|
|||||
|
2017
Q3 | $904K | Sell |
|
|||||
|
2017
Q2 | $912K | Buy |
|
|||||
|
2017
Q1 | $777K | Sell |
|
|||||
|
2016
Q4 | $782K | Buy |
|
|||||
|
2016
Q3 | $603K | Hold |
|
|||||
|
2016
Q2 | $604K | Sell |
|
|||||
|
2016
Q1 | $587K | Sell |
|
|||||
|
2015
Q4 | $573K | Hold |
|
|||||
|
2015
Q3 | $549K | Sell |
|
|||||
|
2015
Q2 | $560K | Buy |
|
|||||
|
2015
Q1 | $555K | Sell |
|
|||||
|
2014
Q4 | $567K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $544K | Sell |
|
|||||
|
2014
Q1 | $557K | Buy |
|
|||||
|
2013
Q4 | $502K | Buy |
|