Fortitude Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
15,554
+5,274
| +51% | +$49.5K | 0.08% | 204 |
|
|
2025
Q1 | $95K | Hold |
10,280
| – | – | 0.07% | 194 |
|
|
2024
Q4 | $101K | Buy |
+10,280
| New | +$101K | 0.06% | 195 |
|
|
2022
Q2 | – | Sell |
-1,904
| Closed | -$22K | – | 710 |
|
|
2022
Q1 | $22K | Hold |
1,904
| – | – | 0.01% | 793 |
|
|
2021
Q4 | $26K | Buy |
+1,904
| New | +$26K | 0.01% | 751 |
|