B. Riley Wealth Advisors’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 | $349K | Buy |
14,803
+1,112
| +8% | +$26.3K | 0.01% | 814 |
|
|
2024
Q3 | $331K | Sell |
13,691
-468
| -3% | -$11.3K | 0.01% | 905 |
|
|
2024
Q2 | $335K | Sell |
14,159
-1,037
| -7% | -$24.6K | 0.01% | 980 |
|
|
2024
Q1 | $337K | Buy |
15,196
+6,758
| +80% | +$150K | 0.01% | 987 |
|
|
2023
Q4 | $204K | Sell |
8,438
-6,758
| -44% | -$163K | 0.01% | 1253 |
|
|
2023
Q3 | $337K | Buy |
+15,196
| New | +$337K | 0.01% | 987 |
|
|
2020
Q1 | – | Sell |
-19,934
| Closed | -$528K | – | 874 |
|
|
2019
Q4 | $528K | Buy |
19,934
+887
| +5% | +$23.5K | 0.04% | 416 |
|
|
2019
Q3 | $506K | Buy |
19,047
+4,078
| +27% | +$108K | 0.05% | 407 |
|
|
2019
Q2 | $392K | Buy |
14,969
+2,452
| +20% | +$64.2K | 0.04% | 467 |
|
|
2019
Q1 | $322K | Buy |
12,517
+358
| +3% | +$9.21K | 0.04% | 467 |
|
|
2018
Q4 | $304K | Sell |
12,159
-86
| -0.7% | -$2.15K | 0.04% | 425 |
|
|
2018
Q3 | $304K | Buy |
12,245
+1,130
| +10% | +$28.1K | 0.04% | 493 |
|
|
2018
Q2 | $280K | Sell |
11,115
-3,809
| -26% | -$96K | 0.04% | 496 |
|
|
2018
Q1 | $376K | Buy |
+14,924
| New | +$376K | 0.05% | 386 |
|