1WM
1900 Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Sell |
35,662
-256,577
| -88% | -$5.74M | 0.06% | 107 |
|
|
2025
Q1 | $6.73M | Sell |
292,239
-330,113
| -53% | -$7.61M | 0.56% | 30 |
|
|
2024
Q4 | $14.7M | Sell |
622,352
-118,657
| -16% | -$2.8M | 1.23% | 14 |
|
|
2024
Q3 | $17.9M | Sell |
741,009
-10,096
| -1% | -$244K | 1.53% | 12 |
|
|
2024
Q2 | $17.8M | Sell |
751,105
-101,056
| -12% | -$2.39M | 1.66% | 12 |
|
|
2024
Q1 | $20.3M | Buy |
852,161
+60,545
| +8% | +$1.44M | 1.85% | 12 |
|
|
2023
Q4 | $19.1M | Buy |
791,616
+657,068
| +488% | +$15.9M | 1.76% | 13 |
|
|
2023
Q3 | $2.98M | Sell |
134,548
-152,419
| -53% | -$3.38M | 0.3% | 71 |
|
|
2023
Q2 | $6.77M | Sell |
286,967
-162,193
| -36% | -$3.83M | 0.7% | 39 |
|
|
2023
Q1 | $10.5M | Sell |
449,160
-17,418
| -4% | -$406K | 1.12% | 22 |
|
|
2022
Q4 | $10.7M | Sell |
466,578
-235,735
| -34% | -$5.41M | 1.16% | 22 |
|
|
2022
Q3 | $15.5M | Sell |
702,313
-66,921
| -9% | -$1.48M | 1.81% | 16 |
|
|
2022
Q2 | $18M | Buy |
769,234
+22,868
| +3% | +$536K | 1.97% | 14 |
|
|
2022
Q1 | $18.6M | Buy |
746,366
+242,344
| +48% | +$6.04M | 1.77% | 16 |
|
|
2021
Q4 | $13.7M | Buy |
504,022
+336,203
| +200% | +$9.11M | 1.24% | 20 |
|
|
2021
Q3 | $4.51M | Buy |
167,819
+5,731
| +4% | +$154K | 0.44% | 53 |
|
|
2021
Q2 | $4.42M | Sell |
162,088
-15,701
| -9% | -$428K | 0.42% | 52 |
|
|
2021
Q1 | $4.76K | Sell |
177,789
-27,794
| -14% | -$744 | 0.36% | 43 |
|
|
2020
Q4 | $5.57M | Buy |
+205,583
| New | +$5.57M | 0.65% | 35 |
|