Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $12.2K | Buy |
+502
| New | +$12.2K | ﹤0.01% | 682 |
|
|
2020
Q1 | – | Sell |
-259
| Closed | -$7K | – | 667 |
|
|
2019
Q4 | $7K | Buy |
259
+2
| +0.8% | +$54 | ﹤0.01% | 426 |
|
|
2019
Q3 | $7K | Buy |
257
+2
| +0.8% | +$54 | ﹤0.01% | 393 |
|
|
2019
Q2 | $7K | Buy |
255
+2
| +0.8% | +$55 | ﹤0.01% | 397 |
|
|
2019
Q1 | $7K | Buy |
253
+2
| +0.8% | +$55 | ﹤0.01% | 414 |
|
|
2018
Q4 | $6K | Buy |
251
+2
| +0.8% | +$48 | ﹤0.01% | 427 |
|
|
2018
Q3 | $6K | Buy |
249
+2
| +0.8% | +$48 | ﹤0.01% | 427 |
|
|
2018
Q2 | $6K | Buy |
247
+1
| +0.4% | +$24 | ﹤0.01% | 432 |
|
|
2018
Q1 | $6K | Hold |
246
| – | – | ﹤0.01% | 408 |
|
|
2017
Q4 | $6K | Buy |
+246
| New | +$6K | ﹤0.01% | 420 |
|