Advisory Resource Group’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 | $477K | Buy |
21,313
+431
| +2% | +$9.65K | 0.09% | 131 |
|
|
2025
Q1 | $481K | Buy |
20,882
+3,300
| +19% | +$76K | 0.1% | 131 |
|
|
2024
Q4 | $415K | Buy |
17,582
+51
| +0.3% | +$1.2K | 0.09% | 127 |
|
|
2024
Q3 | $423K | Sell |
17,531
-1,699
| -9% | -$41K | 0.09% | 125 |
|
|
2024
Q2 | $455K | Sell |
19,230
-38
| -0.2% | -$900 | 0.1% | 119 |
|
|
2024
Q1 | $459K | Sell |
19,268
-426
| -2% | -$10.2K | 0.11% | 120 |
|
|
2023
Q4 | $476K | Buy |
19,694
+6,404
| +48% | +$155K | 0.12% | 117 |
|
|
2023
Q3 | $295K | Buy |
+13,290
| New | +$295K | 0.08% | 129 |
|
|
2021
Q2 | – | Sell |
-10,947
| Closed | -$293K | – | 140 |
|
|
2021
Q1 | $293K | Sell |
10,947
-2,984
| -21% | -$79.9K | 0.14% | 80 |
|
|
2020
Q4 | $378K | Buy |
13,931
+10
| +0.1% | +$271 | 0.19% | 64 |
|
|
2020
Q3 | $371K | Buy |
13,921
+3,608
| +35% | +$96.2K | 0.22% | 58 |
|
|
2020
Q2 | $274K | Hold |
10,313
| – | – | 0.17% | 70 |
|
|
2020
Q1 | $266K | Hold |
10,313
| – | – | 0.2% | 63 |
|
|
2019
Q4 | $273K | Hold |
10,313
| – | – | 0.15% | 61 |
|
|
2019
Q3 | $274K | Buy |
+10,313
| New | +$274K | 0.15% | 60 |
|