Argonautica Private 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-17,211
| Closed | -$406K | – | 199 |
|
2024
Q4 | $406K | Sell |
17,211
-3,786
| -18% | -$89.4K | 0.13% | 130 |
|
2024
Q3 | $507K | Sell |
20,997
-843
| -4% | -$20.4K | 0.17% | 113 |
|
2024
Q2 | $517K | Buy |
21,840
+1,085
| +5% | +$25.7K | 0.18% | 111 |
|
2024
Q1 | $495K | Buy |
20,755
+5,500
| +36% | +$131K | 0.18% | 106 |
|
2023
Q4 | $369K | Sell |
15,255
-6,771
| -31% | -$164K | 0.15% | 134 |
|
2023
Q3 | $488K | Buy |
22,026
+315
| +1% | +$6.98K | 0.22% | 91 |
|
2023
Q2 | $512K | Sell |
21,711
-610
| -3% | -$14.4K | 0.23% | 84 |
|
2023
Q1 | $529K | Buy |
+22,321
| New | +$529K | 0.27% | 77 |
|