Steward Partners Investment Advisory’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
Q2 | $91.6K | Buy |
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2025
Q1 | $92.5K | Buy |
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|
2024
Q4 | $92.4K | Buy |
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|
2024
Q3 | $96K | Sell |
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|
2024
Q2 | $91.3K | Sell |
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|
2024
Q1 | $96.8K | Sell |
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|
2023
Q4 | $95.2K | Sell |
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|
2023
Q3 | $88.5K | Sell |
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|
2023
Q2 | $104K | Sell |
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|
2023
Q1 | $109K | Buy |
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|
2022
Q4 | $69.8K | Sell |
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|
2022
Q3 | $74K | Sell |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $85K | Buy |
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|
2021
Q3 | $67K | Buy |
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|
2021
Q2 | $59K | Buy |
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|
2021
Q1 | $52.9K | Buy |
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|
2020
Q4 | $53K | Buy |
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|
2020
Q3 | $48K | Buy |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $49K | Sell |
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|
2019
Q4 | $57K | Sell |
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|
2019
Q3 | $58K | Buy |
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|
2019
Q2 | $41K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $27K | Buy |
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|
2018
Q2 | $28K | Hold |
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|
2018
Q1 | $27K | Buy |
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|
2017
Q4 | $12K | Hold |
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|
2017
Q3 | $13K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $12K | Buy |
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