Lido Advisors’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 | $953K | Hold |
101,612
| – | – | ﹤0.01% | 777 |
|
|
2025
Q1 | $984K | Hold |
101,612
| – | – | ﹤0.01% | 737 |
|
|
2024
Q4 | $1M | Sell |
101,612
-2,715
| -3% | -$26.8K | ﹤0.01% | 708 |
|
|
2024
Q3 | $1.09M | Hold |
104,327
| – | – | 0.01% | 618 |
|
|
2024
Q2 | $1.03M | Buy |
104,327
+2,715
| +3% | +$26.9K | 0.01% | 602 |
|
|
2024
Q1 | $984K | Sell |
101,612
-142,931
| -58% | -$1.38M | 0.01% | 604 |
|
|
2023
Q4 | $2.33M | Buy |
+244,543
| New | +$2.33M | 0.02% | 360 |
|