Avior Wealth Management’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
Q1 | – | Sell |
-5,912
| Closed | -$137K | – | 1932 |
|
|
2024
Q4 | $137K | Buy |
5,912
+2,289
| +63% | +$53.2K | 0.01% | 804 |
|
|
2024
Q3 | $85.2K | Buy |
3,623
+3,523
| +3,523% | +$82.8K | ﹤0.01% | 932 |
|
|
2024
Q2 | $100 | Sell |
100
-5,664
| -98% | -$5.66K | ﹤0.01% | 2214 |
|
|
2024
Q1 | $135K | Buy |
5,764
+5,664
| +5,664% | +$133K | 0.01% | 836 |
|
|
2023
Q4 | $100 | Hold |
100
| – | – | ﹤0.01% | 1493 |
|
|
2023
Q3 | $100 | Hold |
100
| – | – | ﹤0.01% | 1558 |
|
|
2023
Q2 | $100 | Hold |
100
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q1 | $100 | Hold |
100
| – | – | ﹤0.01% | 1587 |
|
|
2022
Q4 | $100 | Hold |
100
| – | – | ﹤0.01% | 1248 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 1274 |
|
|
2022
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 1205 |
|