RPCA
Running Point Capital Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10,000
| Closed | -$94.2K | – | 176 |
|
2022
Q4 | $94.2K | Hold |
10,000
| – | – | 0.06% | 143 |
|
2022
Q3 | $91K | Hold |
10,000
| – | – | 0.06% | 134 |
|
2022
Q2 | $102K | Hold |
10,000
| – | – | 0.07% | 129 |
|
2022
Q1 | $113K | Buy |
+10,000
| New | +$113K | 0.07% | 128 |
|