Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $292K | Buy |
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|
2025
Q4 | $45K | Hold |
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|
2025
Q3 | $44K | Hold |
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|
2025
Q2 | $42K | Hold |
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|
2025
Q1 | $43K | Hold |
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|
2024
Q4 | $44K | Buy |
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|
2024
Q3 | $42K | Hold |
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|
2024
Q2 | $40K | Hold |
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|
2024
Q1 | $39K | Sell |
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|
2023
Q4 | $41K | Buy |
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|
2023
Q3 | $36K | Buy |
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|
2023
Q2 | $14K | Buy |
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|
2023
Q1 | $15K | Buy |
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|
2022
Q4 | $8K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $151K | Buy |
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