BAM
Baldrige Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,142
| Closed | -$53K | – | 326 |
|
|
2022
Q1 | $53K | Buy |
2,142
+508
| +31% | +$12.6K | 0.02% | 174 |
|
|
2021
Q4 | $44K | Hold |
1,634
| – | – | 0.02% | 179 |
|
|
2021
Q3 | $44K | Buy |
1,634
+390
| +31% | +$10.5K | 0.02% | 172 |
|
|
2021
Q2 | $34K | Buy |
+1,244
| New | +$34K | 0.01% | 193 |
|