Drive Wealth Management’s Invesco Quality Municipal Securities IQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,386
| Closed | -$87.1K | – | 313 |
|
|
2023
Q3 | $87.1K | Sell |
10,386
-2,400
| -19% | -$20.1K | 0.03% | 266 |
|
|
2023
Q2 | $122K | Sell |
12,786
-9,914
| -44% | -$94.8K | 0.05% | 267 |
|
|
2023
Q1 | $227K | Sell |
22,700
-9,513
| -30% | -$94.9K | 0.09% | 231 |
|
|
2022
Q4 | $303K | Sell |
32,213
-5,117
| -14% | -$48.2K | 0.15% | 156 |
|
|
2022
Q3 | $341K | Sell |
37,330
-5,364
| -13% | -$49K | 0.32% | 94 |
|
|
2022
Q2 | $436K | Buy |
42,694
+396
| +0.9% | +$4.04K | 0.4% | 72 |
|
|
2022
Q1 | $479K | Buy |
42,298
+1,453
| +4% | +$16.5K | 0.4% | 68 |
|
|
2021
Q4 | $555K | Buy |
+40,845
| New | +$555K | 0.49% | 52 |
|