Concurrent Investment Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Concurrent Investment Advisors’s Portfolio IQI Stock Details IQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Buy
2025 Q1	$239K	Buy
2024 Q4	$150K	Sell
2024 Q3	$162K	Buy
2024 Q2	$135K	Hold
2024 Q1	$132K	Sell
2023 Q4	$168K	Buy