SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,702
| Closed | -$33K | – | 1163 |
|
|
2019
Q1 | $33K | Sell |
2,702
-1,428
| -35% | -$17.4K | 0.01% | 1080 |
|
|
2018
Q4 | $46K | Hold |
4,130
| – | – | 0.01% | 927 |
|
|
2018
Q3 | $48K | Hold |
4,130
| – | – | 0.01% | 1010 |
|
|
2018
Q2 | $49K | Hold |
4,130
| – | – | 0.01% | 997 |
|
|
2018
Q1 | $49K | Sell |
4,130
-1,972
| -32% | -$23.4K | 0.01% | 958 |
|
|
2017
Q4 | $76K | Buy |
+6,102
| New | +$76K | 0.01% | 811 |
|