Aveo Capital Partners’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 |
-204,888
| Closed | -$4.66M | – | 117 |
|
|
2025
Q1 | $4.66M | Sell |
204,888
-6,887
| -3% | -$157K | 0.77% | 34 |
|
|
2024
Q4 | $5M | Sell |
211,775
-70
| -0% | -$1.65K | 0.55% | 53 |
|
|
2024
Q3 | $5.12M | Buy |
211,845
+15,230
| +8% | +$368K | 0.54% | 57 |
|
|
2024
Q2 | $4.66M | Buy |
196,615
+1,338
| +0.7% | +$31.7K | 0.53% | 56 |
|
|
2024
Q1 | $4.61M | Sell |
195,277
-9,057
| -4% | -$214K | 0.5% | 59 |
|
|
2023
Q4 | $4.94M | Buy |
+204,334
| New | +$4.94M | 0.6% | 51 |
|
|
2022
Q4 | – | Sell |
-11,131
| Closed | -$246K | – | 339 |
|
|
2022
Q3 | $246K | Sell |
11,131
-22,649
| -67% | -$501K | 0.04% | 241 |
|
|
2022
Q2 | $792K | Sell |
33,780
-164,205
| -83% | -$3.85M | 0.13% | 129 |
|
|
2022
Q1 | $4.94M | Buy |
197,985
+76,951
| +64% | +$1.92M | 0.87% | 23 |
|
|
2021
Q4 | $3.28M | Buy |
121,034
+17,158
| +17% | +$465K | 0.59% | 56 |
|
|
2021
Q3 | $2.79M | Sell |
103,876
-57,340
| -36% | -$1.54M | 0.58% | 53 |
|
|
2021
Q2 | $4.4M | Buy |
161,216
+29,115
| +22% | +$794K | 0.97% | 23 |
|
|
2021
Q1 | $3.54M | Buy |
132,101
+59,984
| +83% | +$1.61M | 0.89% | 28 |
|
|
2020
Q4 | $1.96M | Sell |
72,117
-9,188
| -11% | -$249K | 3.02% | 6 |
|
|
2020
Q3 | $2.17M | Buy |
81,305
+23,898
| +42% | +$636K | 0.78% | 33 |
|
|
2020
Q2 | $1.53M | Sell |
57,407
-9,484
| -14% | -$252K | 3.07% | 8 |
|
|
2020
Q1 | $1.73M | Buy |
66,891
+37,904
| +131% | +$978K | 0.84% | 30 |
|
|
2019
Q4 | $767K | Buy |
28,987
+784
| +3% | +$20.7K | 0.3% | 78 |
|
|
2019
Q3 | $745K | Buy |
28,203
+16,593
| +143% | +$438K | 0.31% | 76 |
|
|
2019
Q2 | $304K | Buy |
+11,610
| New | +$304K | 0.13% | 136 |
|
|
2018
Q1 | – | Sell |
-10,648
| Closed | -$275K | – | 154 |
|
|
2017
Q4 | $275K | Buy |
+10,648
| New | +$275K | 0.09% | 107 |
|
|
2017
Q3 | – | Sell |
-12,372
| Closed | -$315K | – | 144 |
|
|
2017
Q2 | $315K | Buy |
12,372
+3,127
| +34% | +$79.6K | 0.11% | 87 |
|
|
2017
Q1 | $231K | Sell |
9,245
-6,489
| -41% | -$162K | 0.08% | 107 |
|
|
2016
Q4 | $392K | Buy |
+15,734
| New | +$392K | 0.11% | 117 |
|