CIA
Concurrent Investment Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
29,212
+4,500
| +18% | +$42.2K | 0.01% | 1103 |
|
|
2025
Q1 | $239K | Buy |
24,712
+9,528
| +63% | +$92.2K | 0.01% | 1032 |
|
|
2024
Q4 | $150K | Sell |
15,184
-375
| -2% | -$3.7K | ﹤0.01% | 1007 |
|
|
2024
Q3 | $162K | Buy |
15,559
+1,925
| +14% | +$20.1K | ﹤0.01% | 960 |
|
|
2024
Q2 | $135K | Hold |
13,634
| – | – | ﹤0.01% | 902 |
|
|
2024
Q1 | $132K | Sell |
13,634
-3,986
| -23% | -$38.6K | 0.01% | 834 |
|
|
2023
Q4 | $168K | Buy |
+17,620
| New | +$168K | 0.01% | 782 |
|