Guardian Wealth Advisors (North Carolina)’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 |
-119,250
| Closed | -$1M | – | 452 |
|
|
2023
Q3 | $1M | Sell |
119,250
-11,900
| -9% | -$99.8K | 0.17% | 78 |
|
|
2023
Q2 | $1.25M | Sell |
131,150
-9,100
| -6% | -$87K | 0.21% | 62 |
|
|
2023
Q1 | $1.4M | Sell |
140,250
-4,100
| -3% | -$40.9K | 0.25% | 55 |
|
|
2022
Q4 | $1.36M | Buy |
144,350
+16,430
| +13% | +$155K | 0.26% | 49 |
|
|
2022
Q3 | $1.17M | Hold |
127,920
| – | – | 0.22% | 55 |
|
|
2022
Q2 | $1.31M | Buy |
+127,920
| New | +$1.31M | 0.24% | 47 |
|