WealthPlan Investment 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
2023 Q2	–	Sell	-4,911	Closed	-$49K	–	419
2023 Q1	$49K	Sell	4,911 -9,252	-65%	-$92.3K	0.01%	245
2022 Q4	$143K	Buy	+14,163	New	+$143K	0.01%	378