Fort Point Capital Partners’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
2024
Q3
Sell
-85,344
Closed -$847K 302
2024
Q2
$847K Buy
85,344
+12,944
+18% +$128K 0.11% 130
2024
Q1
$701K Buy
+72,400
New +$701K 0.09% 149