Legacy Wealth Planning’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
Q3 | $824K | Buy |
90,210
+7,917
| +10% | +$72.3K | 1.36% | 17 |
|
|
2022
Q2 | $840K | Buy |
82,293
+168
| +0.2% | +$1.72K | 1.2% | 21 |
|
|
2022
Q1 | $930K | Buy |
82,125
+5,406
| +7% | +$61.2K | 1.1% | 20 |
|
|
2021
Q4 | $1.04M | Sell |
76,719
-60
| -0.1% | -$816 | 1.19% | 17 |
|
|
2021
Q3 | $1.01M | Buy |
76,779
+135
| +0.2% | +$1.78K | 1.13% | 22 |
|
|
2021
Q2 | $1.04M | Buy |
76,644
+139
| +0.2% | +$1.88K | 1.18% | 23 |
|
|
2021
Q1 | $992K | Sell |
76,505
-7,050
| -8% | -$91.4K | 1.27% | 22 |
|
|
2020
Q4 | $1.09M | Sell |
83,555
-3,768
| -4% | -$49.2K | 1.4% | 20 |
|
|
2020
Q3 | $1.08M | Buy |
87,323
+19,559
| +29% | +$242K | 1.23% | 18 |
|
|
2020
Q2 | $808K | Buy |
67,764
+271
| +0.4% | +$3.23K | 0.96% | 26 |
|
|
2020
Q1 | $790K | Buy |
67,493
+7,694
| +13% | +$90.1K | 1.26% | 21 |
|
|
2019
Q4 | $752K | Buy |
+59,799
| New | +$752K | 0.85% | 29 |
|