WealthPLAN Partners’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
Q3 | – | Sell |
-7,752
| Closed | -$74.1K | – | 706 |
|
|
2023
Q2 | $74.1K | Sell |
7,752
-1,500
| -16% | -$14.3K | 0.01% | 445 |
|
|
2023
Q1 | $92.3K | Sell |
9,252
-4,911
| -35% | -$49K | 0.01% | 441 |
|
|
2022
Q4 | $141K | Buy |
+14,163
| New | +$141K | 0.01% | 379 |
|
|
2016
Q3 | $43.2K | Sell |
3,199
-25,839
| -89% | -$349K | 0.01% | 359 |
|
|
2016
Q2 | $160K | Buy |
+29,038
| New | +$160K | 0.02% | 450 |
|
|
2015
Q4 | $178K | Buy |
+53,743
| New | +$178K | 0.03% | 288 |
|
|
2015
Q2 | $510K | Buy |
+43,162
| New | +$510K | 0.22% | 59 |
|