Summit Financial Wealth Advisors’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
2016
Q2
Sell
-32,200
Closed -$450K 149
2016
Q1
$450K Hold
32,200
0.2% 91
2015
Q4
$429K Buy
+32,200
New +$429K 0.2% 95