Spire 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 | $12.2K | Hold |
1,302
| – | – | ﹤0.01% | 1653 |
|
|
2025
Q1 | $12.6K | Hold |
1,302
| – | – | ﹤0.01% | 1769 |
|
|
2024
Q4 | $12.8K | Hold |
1,302
| – | – | ﹤0.01% | 1774 |
|
|
2024
Q3 | $13.6K | Hold |
1,302
| – | – | ﹤0.01% | 1553 |
|
|
2024
Q2 | $12.9K | Hold |
1,302
| – | – | ﹤0.01% | 1569 |
|
|
2024
Q1 | $12.6K | Hold |
1,302
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q4 | $12.1K | Hold |
1,302
| – | – | ﹤0.01% | 1696 |
|
|
2023
Q3 | $10.9K | Sell |
1,302
-1,104
| -46% | -$9.26K | ﹤0.01% | 1704 |
|
|
2023
Q2 | $23K | Hold |
2,406
| – | – | ﹤0.01% | 1536 |
|
|
2023
Q1 | $24K | Buy |
+2,406
| New | +$24K | ﹤0.01% | 1548 |
|
|
2022
Q3 | – | Sell |
-2,406
| Closed | -$25K | – | 2389 |
|
|
2022
Q2 | $25K | Sell |
2,406
-2,406
| -50% | -$25K | ﹤0.01% | 1573 |
|
|
2022
Q1 | $55K | Hold |
4,812
| – | – | ﹤0.01% | 1412 |
|
|
2021
Q4 | $65K | Hold |
4,812
| – | – | ﹤0.01% | 1598 |
|
|
2021
Q3 | $63K | Hold |
4,812
| – | – | ﹤0.01% | 1384 |
|
|
2021
Q2 | $65K | Hold |
4,812
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q1 | $62K | Buy |
+4,812
| New | +$62K | ﹤0.01% | 1618 |
|