Compass Financial Group (South Dakota)’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
Q2 | $229K | Hold |
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2025
Q1 | $236K | Hold |
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|
2024
Q4 | $240K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $230K | Buy |
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