Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,419
| Closed | -$203K | – | 2042 |
|
|
2024
Q3 | $203K | Sell |
8,419
-1,916
| -19% | -$46.3K | ﹤0.01% | 1765 |
|
|
2024
Q2 | $245K | Sell |
10,335
-608
| -6% | -$14.4K | ﹤0.01% | 1610 |
|
|
2024
Q1 | $261K | Sell |
10,943
-1,548
| -12% | -$36.9K | ﹤0.01% | 1643 |
|
|
2023
Q4 | $302K | Sell |
12,491
-1,898
| -13% | -$45.9K | ﹤0.01% | 1484 |
|
|
2023
Q3 | $319K | Buy |
14,389
+1,821
| +14% | +$40.4K | ﹤0.01% | 1375 |
|
|
2023
Q2 | $297K | Sell |
12,568
-92,868
| -88% | -$2.19M | ﹤0.01% | 1445 |
|
|
2023
Q1 | $2.5M | Buy |
105,436
+92,192
| +696% | +$2.18M | 0.04% | 464 |
|
|
2022
Q4 | $304K | Buy |
13,244
+2,284
| +21% | +$52.4K | ﹤0.01% | 1347 |
|
|
2022
Q3 | $242K | Buy |
10,960
+550
| +5% | +$12.1K | ﹤0.01% | 1434 |
|
|
2022
Q2 | $244K | Hold |
10,410
| – | – | ﹤0.01% | 1306 |
|
|
2022
Q1 | $260K | Buy |
+10,410
| New | +$260K | ﹤0.01% | 1396 |
|