Addison Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
11,160
-165
| -1% | -$3.69K | 0.06% | 185 |
|
|
2025
Q1 | $261K | Sell |
11,325
-280
| -2% | -$6.45K | 0.07% | 171 |
|
|
2024
Q4 | $274K | Hold |
11,605
| – | – | 0.08% | 163 |
|
|
2024
Q3 | $280K | Hold |
11,605
| – | – | 0.08% | 168 |
|
|
2024
Q2 | $275K | Hold |
11,605
| – | – | 0.09% | 155 |
|
|
2024
Q1 | $277K | Hold |
11,605
| – | – | 0.1% | 146 |
|
|
2023
Q4 | $281K | Sell |
11,605
-16,700
| -59% | -$404K | 0.11% | 133 |
|
|
2023
Q3 | $627K | Hold |
28,305
| – | – | 0.29% | 69 |
|
|
2023
Q2 | $668K | Sell |
28,305
-455
| -2% | -$10.7K | 0.33% | 64 |
|
|
2023
Q1 | $681K | Buy |
28,760
+455
| +2% | +$10.8K | 0.38% | 58 |
|
|
2022
Q4 | $649K | Buy |
28,305
+26,125
| +1,198% | +$599K | 0.39% | 54 |
|
|
2022
Q3 | $48K | Hold |
2,180
| – | – | 0.03% | 266 |
|
|
2022
Q2 | $51K | Buy |
+2,180
| New | +$51K | 0.03% | 260 |
|