Alera Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,950
| Closed | -$282K | – | 169 |
|
|
2023
Q2 | $282K | Buy |
+11,950
| New | +$282K | 0.06% | 149 |
|
|
2021
Q4 | – | Sell |
-18,653
| Closed | -$501K | – | 103 |
|
|
2021
Q3 | $501K | Buy |
+18,653
| New | +$501K | 0.15% | 53 |
|
|
2019
Q2 | – | Sell |
-197
| Closed | -$5K | – | 780 |
|
|
2019
Q1 | $5K | Buy |
+197
| New | +$5K | ﹤0.01% | 647 |
|