Anderson Hoagland & Co’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 | $5.81M | Sell |
259,342
-118,524
| -31% | -$2.65M | 0.55% | 50 |
|
2025
Q1 | $8.38M | Buy |
377,866
+8,348
| +2% | +$185K | 0.99% | 34 |
|
2024
Q4 | $8.67M | Sell |
369,518
-25,990
| -7% | -$610K | 0.89% | 31 |
|
2024
Q3 | $9.54M | Sell |
395,508
-3,234
| -0.8% | -$78K | 0.97% | 33 |
|
2024
Q2 | $9.48M | Buy |
398,742
+44,659
| +13% | +$1.06M | 1% | 32 |
|
2024
Q1 | $8.3M | Buy |
354,083
+1,890
| +0.5% | +$44.3K | 0.93% | 34 |
|
2023
Q4 | $8.47M | Buy |
352,193
+245,733
| +231% | +$5.91M | 1.04% | 30 |
|
2023
Q3 | $2.36M | Sell |
106,460
-12,775
| -11% | -$283K | 0.32% | 79 |
|
2023
Q2 | $2.81M | Buy |
119,235
+5,388
| +5% | +$127K | 0.36% | 72 |
|
2023
Q1 | $2.7M | Buy |
113,847
+18,297
| +19% | +$433K | 0.39% | 69 |
|
2022
Q4 | $2.3M | Buy |
95,550
+46,816
| +96% | +$1.13M | 0.33% | 78 |
|
2022
Q3 | $1.08M | Buy |
+48,734
| New | +$1.08M | 0.17% | 90 |
|
2021
Q4 | – | Sell |
-38,822
| Closed | -$1.04M | – | 111 |
|
2021
Q3 | $1.04M | Buy |
38,822
+4,487
| +13% | +$121K | 0.13% | 92 |
|
2021
Q2 | $936K | Buy |
34,335
+22,695
| +195% | +$619K | 0.12% | 96 |
|
2021
Q1 | $311K | Sell |
11,640
-79,314
| -87% | -$2.12M | 0.04% | 104 |
|
2020
Q4 | $2.47M | Buy |
+90,954
| New | +$2.47M | 0.39% | 65 |
|