Apollon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,552
| Closed | -$205K | – | 814 |
|
|
2021
Q4 | $205K | Buy |
+7,552
| New | +$205K | 0.02% | 700 |
|
|
2021
Q2 | – | Sell |
-9,154
| Closed | -$245K | – | 377 |
|
|
2021
Q1 | $245K | Buy |
+9,154
| New | +$245K | 0.05% | 301 |
|
|
2020
Q4 | – | Sell |
-9,220
| Closed | -$246K | – | 246 |
|
|
2020
Q3 | $246K | Hold |
9,220
| – | – | 0.11% | 127 |
|
|
2020
Q2 | $245K | Buy |
9,220
+132
| +1% | +$3.51K | 0.14% | 84 |
|
|
2020
Q1 | $234K | Sell |
9,088
-142
| -2% | -$3.66K | 0.24% | 51 |
|
|
2019
Q4 | $246K | Buy |
9,230
+142
| +2% | +$3.79K | 0.22% | 59 |
|
|
2019
Q3 | $241K | Buy |
+9,088
| New | +$241K | 0.25% | 51 |
|