AlphaStar Capital Management’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
Q1 | – | Sell |
-33,705
| Closed | -$796K | – | 200 |
|
2024
Q4 | $796K | Buy |
33,705
+1,182
| +4% | +$27.9K | 0.08% | 97 |
|
2024
Q3 | $785K | Sell |
32,523
-971
| -3% | -$23.5K | 0.06% | 180 |
|
2024
Q2 | $793K | Buy |
+33,494
| New | +$793K | 0.07% | 157 |
|
2024
Q1 | – | Sell |
-31,791
| Closed | -$769K | – | 306 |
|
2023
Q4 | $769K | Sell |
31,791
-31,944
| -50% | -$772K | 0.07% | 136 |
|
2023
Q3 | $1.46M | Buy |
63,735
+32,171
| +102% | +$736K | 0.18% | 76 |
|
2023
Q2 | $745K | Sell |
31,564
-13,235
| -30% | -$312K | 0.08% | 151 |
|
2023
Q1 | $1.12M | Buy |
44,799
+34,899
| +353% | +$870K | 0.09% | 130 |
|
2022
Q4 | $227K | Hold |
9,900
| – | – | 0.02% | 280 |
|
2022
Q3 | $219K | Hold |
9,900
| – | – | 0.02% | 275 |
|
2022
Q2 | $232K | Sell |
9,900
-40,747
| -80% | -$955K | 0.02% | 304 |
|
2022
Q1 | $1.26M | Buy |
50,647
+6,270
| +14% | +$156K | 0.1% | 145 |
|
2021
Q4 | $1.2M | Sell |
44,377
-31,601
| -42% | -$857K | 0.1% | 155 |
|
2021
Q3 | $2.04M | Buy |
75,978
+45,715
| +151% | +$1.22M | 0.14% | 121 |
|
2021
Q2 | $825K | Buy |
+30,263
| New | +$825K | 0.11% | 143 |
|