Melfa Wealth Management’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 | $144K | Hold |
15,344
| – | – | 0.09% | 189 |
|
2025
Q1 | $149K | Hold |
15,344
| – | – | 0.1% | 182 |
|
2024
Q4 | $151K | Hold |
15,344
| – | – | 0.1% | 181 |
|
2024
Q3 | $160K | Hold |
15,344
| – | – | 0.11% | 183 |
|
2024
Q2 | $152K | Hold |
15,344
| – | – | 0.11% | 176 |
|
2024
Q1 | $149K | Buy |
15,344
+186
| +1% | +$1.8K | 0.11% | 173 |
|
2023
Q4 | $144K | Buy |
15,158
+182
| +1% | +$1.73K | 0.14% | 125 |
|
2023
Q3 | $126K | Buy |
14,976
+182
| +1% | +$1.53K | 0.14% | 121 |
|
2023
Q2 | $141K | Buy |
14,794
+172
| +1% | +$1.64K | 0.14% | 120 |
|
2023
Q1 | $146K | Buy |
14,622
+174
| +1% | +$1.74K | 0.15% | 118 |
|
2022
Q4 | $136K | Buy |
+14,448
| New | +$136K | 0.14% | 119 |
|