Live Oak Private Wealth’s Invesco Quality Municipal Securities IQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $103K | Hold |
|
|||||
|
2025
Q2 | $98.3K | Hold |
|
|||||
|
2025
Q1 | $101K | Hold |
|
|||||
|
2024
Q4 | $103K | Hold |
|
|||||
|
2024
Q3 | $109K | Hold |
|
|||||
|
2024
Q2 | $104K | Hold |
|
|||||
|
2024
Q1 | $101K | Hold |
|
|||||
|
2023
Q4 | $99.7K | Hold |
|
|||||
|
2023
Q3 | $87.9K | Hold |
|
|||||
|
2023
Q2 | $100K | Hold |
|
|||||
|
2023
Q1 | $105K | Hold |
|
|||||
|
2022
Q4 | $98.7K | Hold |
|
|||||
|
2022
Q3 | $96K | Hold |
|
|||||
|
2022
Q2 | $107K | Hold |
|
|||||
|
2022
Q1 | $119K | Hold |
|
|||||
|
2021
Q4 | $142K | Hold |
|
|||||
|
2021
Q3 | $138K | Hold |
|
|||||
|
2021
Q2 | $141K | Hold |
|
|||||
|
2021
Q1 | $136K | Hold |
|
|||||
|
2020
Q4 | $137K | Hold |
|
|||||
|
2020
Q3 | $130K | Hold |
|
|||||
|
2020
Q2 | $125K | Buy |
|