Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,762
| Closed | -$258K | – | 1029 |
|
|
2019
Q4 | $258K | Buy |
+9,762
| New | +$258K | 0.01% | 1033 |
|
|
2019
Q3 | – | Sell |
-8,928
| Closed | -$239K | – | 944 |
|
|
2019
Q2 | $239K | Buy |
+8,928
| New | +$239K | 0.01% | 834 |
|
|
2017
Q2 | – | Sell |
-25,483
| Closed | -$638K | – | 786 |
|
|
2017
Q1 | $638K | Buy |
25,483
+11,206
| +78% | +$281K | 0.04% | 345 |
|
|
2016
Q4 | $355K | Buy |
14,277
+955
| +7% | +$23.7K | 0.03% | 419 |
|
|
2016
Q3 | $347K | Sell |
13,322
-4,398
| -25% | -$115K | 0.03% | 374 |
|
|
2016
Q2 | $470K | Buy |
17,720
+2,542
| +17% | +$67.4K | 0.05% | 275 |
|
|
2016
Q1 | $391K | Buy |
+15,178
| New | +$391K | 0.04% | 308 |
|
|
2015
Q2 | – | Sell |
-34,894
| Closed | -$891K | – | 419 |
|
|
2015
Q1 | $891K | Sell |
34,894
-15,713
| -31% | -$401K | 0.1% | 167 |
|
|
2014
Q4 | $1.29M | Buy |
50,607
+34,941
| +223% | +$888K | 0.14% | 119 |
|
|
2014
Q3 | $394K | Buy |
+15,666
| New | +$394K | 0.04% | 313 |
|