ASB Consultores’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 | – | Sell |
-11,595
| Closed | -$267K | – | 158 |
|
2025
Q1 | $267K | Sell |
11,595
-886
| -7% | -$20.4K | 0.17% | 88 |
|
2024
Q4 | $295K | Sell |
12,481
-461
| -4% | -$10.9K | 0.12% | 149 |
|
2024
Q3 | $313K | Sell |
12,942
-1,449
| -10% | -$35K | 0.12% | 138 |
|
2024
Q2 | $341K | Hold |
14,391
| – | – | 0.12% | 115 |
|
2024
Q1 | $343K | Sell |
14,391
-9,062
| -39% | -$216K | 0.09% | 178 |
|
2023
Q4 | $567K | Buy |
23,453
+5,179
| +28% | +$125K | 0.19% | 41 |
|
2023
Q3 | $405K | Sell |
18,274
-22,458
| -55% | -$498K | 0.16% | 65 |
|
2023
Q2 | $961K | Buy |
40,732
+20,202
| +98% | +$477K | 0.47% | 32 |
|
2023
Q1 | $486K | Buy |
+20,530
| New | +$486K | 0.2% | 74 |
|
2022
Q2 | – | Sell |
-19,291
| Closed | -$481K | – | 222 |
|
2022
Q1 | $481K | Sell |
19,291
-3,949
| -17% | -$98.5K | 0.2% | 84 |
|
2021
Q4 | $630K | Buy |
+23,240
| New | +$630K | 0.31% | 62 |
|