Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,120
| Closed | -$30.1K | – | 765 |
|
|
2021
Q3 | $30.1K | Hold |
1,120
| – | – | ﹤0.01% | 579 |
|
|
2021
Q2 | $30.5K | Hold |
1,120
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $30K | Hold |
1,120
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $30.4K | Hold |
1,120
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $29.8K | Hold |
1,120
| – | – | ﹤0.01% | 567 |
|
|
2020
Q2 | $29.7K | Hold |
1,120
| – | – | ﹤0.01% | 559 |
|
|
2020
Q1 | $28.9K | Buy |
+1,120
| New | +$28.9K | ﹤0.01% | 537 |
|
|
2019
Q2 | – | Sell |
-335
| Closed | -$8.6K | – | 797 |
|
|
2019
Q1 | $8.6K | Buy |
+335
| New | +$8.6K | ﹤0.01% | 590 |
|