Barnes Pettey Financial 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
Q3 | – | Sell |
-8,890
| Closed | -$211K | – | 103 |
|
|
2024
Q2 | $211K | Hold |
8,890
| – | – | 0.18% | 93 |
|
|
2024
Q1 | $212K | Hold |
8,890
| – | – | 0.18% | 89 |
|
|
2023
Q4 | $215K | Sell |
8,890
-3,171
| -26% | -$76.7K | 0.17% | 93 |
|
|
2023
Q3 | $267K | Hold |
12,061
| – | – | 0.25% | 74 |
|
|
2023
Q2 | $285K | Hold |
12,061
| – | – | 0.25% | 76 |
|
|
2023
Q1 | $286K | Hold |
12,061
| – | – | 0.27% | 76 |
|
|
2022
Q4 | $277K | Hold |
12,061
| – | – | 0.29% | 79 |
|
|
2022
Q3 | $266K | Hold |
12,061
| – | – | 0.36% | 72 |
|
|
2022
Q2 | $283K | Hold |
12,061
| – | – | 0.37% | 69 |
|
|
2022
Q1 | $301K | Hold |
12,061
| – | – | 0.36% | 67 |
|
|
2021
Q4 | $327K | Buy |
+12,061
| New | +$327K | 0.38% | 65 |
|