Global Wealth Management Investment Advisory’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 |
-750
| Closed | -$6.29K | – | 484 |
|
|
2023
Q3 | $6.29K | Hold |
750
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $7.17K | Buy |
+750
| New | +$7.17K | ﹤0.01% | 318 |
|
|
2022
Q3 | – | Sell |
-750
| Closed | -$8K | – | 297 |
|
|
2022
Q2 | $8K | Hold |
750
| – | – | ﹤0.01% | 301 |
|
|
2022
Q1 | $8K | Hold |
750
| – | – | ﹤0.01% | 333 |
|
|
2021
Q4 | $10K | Hold |
750
| – | – | ﹤0.01% | 310 |
|
|
2021
Q3 | $10K | Hold |
750
| – | – | ﹤0.01% | 315 |
|
|
2021
Q2 | $10K | Hold |
750
| – | – | ﹤0.01% | 297 |
|
|
2021
Q1 | $10K | Hold |
750
| – | – | ﹤0.01% | 309 |
|
|
2020
Q4 | $10K | Hold |
750
| – | – | ﹤0.01% | 281 |
|
|
2020
Q3 | $9K | Hold |
750
| – | – | ﹤0.01% | 281 |
|
|
2020
Q2 | $9K | Hold |
750
| – | – | ﹤0.01% | 363 |
|
|
2020
Q1 | $9K | Hold |
750
| – | – | ﹤0.01% | 344 |
|
|
2019
Q4 | $9K | Buy |
+750
| New | +$9K | ﹤0.01% | 365 |
|