AFS
Axiom Financial Strategies’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-195,317
| Closed | -$4.61M | – | 35 |
|
|
2023
Q2 | $4.61M | Buy |
195,317
+544
| +0.3% | +$12.8K | 2.64% | 15 |
|
|
2023
Q1 | $4.61M | Sell |
194,773
-2,468
| -1% | -$58.4K | 2.56% | 13 |
|
|
2022
Q4 | $4.52M | Sell |
197,241
-6,113
| -3% | -$140K | 2.84% | 13 |
|
|
2022
Q3 | $4.49M | Buy |
203,354
+134,595
| +196% | +$2.97M | 2.39% | 12 |
|
|
2022
Q2 | $1.61M | Sell |
68,759
-1,728
| -2% | -$40.5K | 0.85% | 23 |
|
|
2022
Q1 | $1.68M | Buy |
70,487
+1,043
| +2% | +$24.8K | 0.84% | 23 |
|
|
2021
Q4 | $1.88M | Sell |
69,444
-40,668
| -37% | -$1.1M | 0.86% | 22 |
|
|
2021
Q3 | $2.96M | Sell |
110,112
-10,438
| -9% | -$280K | 1.39% | 22 |
|
|
2021
Q2 | $3.29M | Sell |
120,550
-1,892
| -2% | -$51.6K | 1.52% | 18 |
|
|
2021
Q1 | $3.28M | Buy |
122,442
+5,013
| +4% | +$134K | 1.61% | 17 |
|
|
2020
Q4 | $3.13M | Hold |
117,429
| – | – | 1.88% | 17 |
|
|
2020
Q3 | $3.13M | Buy |
117,429
+3,931
| +3% | +$105K | 1.88% | 17 |
|
|
2020
Q2 | $3.02M | Buy |
113,498
+38,579
| +51% | +$1.02M | 1.96% | 17 |
|
|
2020
Q1 | $1.93M | Buy |
+74,919
| New | +$1.93M | 1.56% | 18 |
|