AWA
Alaska Wealth Advisors’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 | $218K | Hold |
9,740
| – | – | 0.03% | 71 |
|
|
2025
Q1 | $224K | Buy |
9,740
+166
| +2% | +$3.83K | 0.04% | 58 |
|
|
2024
Q4 | $226K | Hold |
9,574
| – | – | 0.04% | 61 |
|
|
2024
Q3 | $231K | Buy |
9,574
+31
| +0.3% | +$749 | 0.03% | 62 |
|
|
2024
Q2 | $226K | Sell |
9,543
-1,060
| -10% | -$25.1K | 0.04% | 62 |
|
|
2024
Q1 | $253K | Buy |
10,603
+1,316
| +14% | +$31.4K | 0.04% | 58 |
|
|
2023
Q4 | $225K | Hold |
9,287
| – | – | 0.04% | 60 |
|
|
2023
Q3 | $206K | Sell |
9,287
-158
| -2% | -$3.5K | 0.03% | 57 |
|
|
2023
Q2 | $223K | Hold |
9,445
| – | – | 0.04% | 58 |
|
|
2023
Q1 | $224K | Sell |
9,445
-195
| -2% | -$4.62K | 0.04% | 55 |
|
|
2022
Q4 | $221K | Sell |
9,640
-950
| -9% | -$21.8K | 0.04% | 58 |
|
|
2022
Q3 | $234K | Sell |
10,590
-346
| -3% | -$7.65K | 0.05% | 53 |
|
|
2022
Q2 | $256K | Hold |
10,936
| – | – | 0.05% | 49 |
|
|
2022
Q1 | $273K | Buy |
+10,936
| New | +$273K | 0.05% | 45 |
|
|
2020
Q1 | – | Sell |
-11,747
| Closed | -$311K | – | 67 |
|
|
2019
Q4 | $311K | Buy |
+11,747
| New | +$311K | 0.05% | 55 |
|
|
2019
Q3 | – | Sell |
-14,125
| Closed | -$362K | – | 50 |
|
|
2019
Q2 | $362K | Hold |
14,125
| – | – | 0.04% | 53 |
|
|
2019
Q1 | $362K | Sell |
14,125
-3,713
| -21% | -$95.2K | 0.04% | 53 |
|
|
2018
Q4 | $446K | Buy |
+17,838
| New | +$446K | 0.14% | 38 |
|