Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-24,430
| Closed | -$332K | – | 764 |
|
|
2021
Q4 | $332K | Buy |
24,430
+164
| +0.7% | +$2.23K | 0.02% | 601 |
|
|
2021
Q3 | $320K | Buy |
24,266
+4,134
| +21% | +$54.5K | 0.02% | 601 |
|
|
2021
Q2 | $272K | Buy |
20,132
+156
| +0.8% | +$2.11K | 0.02% | 615 |
|
|
2021
Q1 | $259K | Sell |
19,976
-1,001
| -5% | -$13K | 0.02% | 638 |
|
|
2020
Q4 | $274K | Buy |
20,977
+163
| +0.8% | +$2.13K | 0.02% | 588 |
|
|
2020
Q3 | $257K | Buy |
20,814
+183
| +0.9% | +$2.26K | 0.02% | 504 |
|
|
2020
Q2 | $246K | Buy |
+20,631
| New | +$246K | 0.02% | 493 |
|
|
2018
Q2 | – | Sell |
-11,198
| Closed | -$133K | – | 496 |
|
|
2018
Q1 | $133K | Buy |
+11,198
| New | +$133K | 0.02% | 471 |
|