BWM
BCGM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,327
| Closed | -$385K | – | 156 |
|
|
2024
Q4 | $385K | Sell |
16,327
-498
| -3% | -$11.8K | 0.12% | 110 |
|
|
2024
Q3 | $406K | Buy |
16,825
+89
| +0.5% | +$2.15K | 0.13% | 108 |
|
|
2024
Q2 | $396K | Sell |
16,736
-3,061
| -15% | -$72.5K | 0.14% | 107 |
|
|
2024
Q1 | $472K | Buy |
19,797
+702
| +4% | +$16.7K | 0.17% | 91 |
|
|
2023
Q4 | $462K | Sell |
19,095
-20,897
| -52% | -$505K | 0.19% | 83 |
|
|
2023
Q3 | $886K | Buy |
39,992
+406
| +1% | +$9K | 0.41% | 55 |
|
|
2023
Q2 | $934K | Sell |
39,586
-816
| -2% | -$19.3K | 0.41% | 50 |
|
|
2023
Q1 | $957K | Sell |
40,402
-8,546
| -17% | -$202K | 0.48% | 50 |
|
|
2022
Q4 | $1.12M | Sell |
48,948
-11,305
| -19% | -$259K | 0.55% | 42 |
|
|
2022
Q3 | $1.32M | Sell |
60,253
-2,172
| -3% | -$47.7K | 0.66% | 38 |
|
|
2022
Q2 | $1.51M | Sell |
62,425
-21,683
| -26% | -$524K | 0.77% | 30 |
|
|
2022
Q1 | $2M | Buy |
84,108
+188
| +0.2% | +$4.47K | 1.09% | 23 |
|
|
2021
Q4 | $2.28M | Buy |
83,920
+1,012
| +1% | +$27.4K | 1.22% | 16 |
|
|
2021
Q3 | $2.22M | Sell |
82,908
-9,057
| -10% | -$243K | 1.24% | 16 |
|
|
2021
Q2 | $2.52M | Sell |
91,965
-1,011
| -1% | -$27.7K | 1.49% | 14 |
|
|
2021
Q1 | $2.52M | Sell |
92,976
-3,225
| -3% | -$87.3K | 1.72% | 15 |
|
|
2020
Q4 | $2.63M | Buy |
+96,201
| New | +$2.63M | 1.86% | 14 |
|