Atlas Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,070
| Closed | -$29K | – | 578 |
|
|
2021
Q3 | $29K | Buy |
1,070
+160
| +18% | +$4.34K | 0.02% | 297 |
|
|
2021
Q2 | $25K | Buy |
910
+160
| +21% | +$4.4K | 0.01% | 331 |
|
|
2021
Q1 | $20K | Hold |
750
| – | – | 0.01% | 380 |
|
|
2020
Q4 | $20K | Hold |
750
| – | – | 0.01% | 332 |
|
|
2020
Q3 | $20K | Hold |
750
| – | – | 0.02% | 307 |
|
|
2020
Q2 | $20K | Buy |
+750
| New | +$20K | 0.02% | 316 |
|