Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $100K | Sell |
|
|||||
|
2023
Q4 | $126K | Buy |
|
|||||
|
2023
Q3 | $41.8K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $194K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $162K | Sell |
|
|||||
|
2020
Q2 | $242K | Sell |
|
|||||
|
2020
Q1 | $248K | Sell |
|
|||||
|
2019
Q4 | $267K | Buy |
|
|||||
|
2019
Q3 | $260K | Hold |
|
|||||
|
2019
Q2 | $252K | Buy |
|
|||||
|
2019
Q1 | $228K | Sell |
|
|||||
|
2018
Q4 | $214K | Sell |
|
|||||
|
2018
Q3 | $325K | Buy |
|
|||||
|
2018
Q2 | $330K | Buy |
|
|||||
|
2018
Q1 | $308K | Hold |
|
|||||
|
2017
Q4 | $323K | Buy |
|
|||||
|
2017
Q3 | $239K | Buy |
|
|||||
|
2017
Q2 | $73K | Sell |
|
|||||
|
2017
Q1 | $172K | Buy |
|
|||||
|
2016
Q4 | $71K | Sell |
|
|||||
|
2016
Q3 | $148K | Hold |
|
|||||
|
2016
Q2 | $148K | Sell |
|
|||||
|
2016
Q1 | $155K | Buy |
|
|||||
|
2015
Q4 | $136K | Buy |
|
|||||
|
2015
Q3 | $106K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $117K | Buy |
|
|||||
|
2014
Q4 | $110K | Buy |
|
|||||
|
2014
Q3 | $100K | Buy |
|
|||||
|
2014
Q2 | $77K | Sell |
|
|||||
|
2014
Q1 | $162K | Buy |
|
|||||
|
2013
Q4 | $14K | Sell |
|
|||||
|
2013
Q3 | $26K | Sell |
|
|||||
|
2013
Q2 | $50K | Buy |
|