BCS 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
Q1 | – | Sell |
-9,473
| Closed | -$217K | – | 188 |
|
|
2022
Q4 | $217K | Hold |
9,473
| – | – | 0.09% | 176 |
|
|
2022
Q3 | $209K | Hold |
9,473
| – | – | 0.1% | 171 |
|
|
2022
Q2 | $222K | Sell |
9,473
-2,304
| -20% | -$54K | 0.1% | 164 |
|
|
2022
Q1 | $294K | Hold |
11,777
| – | – | 0.12% | 152 |
|
|
2021
Q4 | $319K | Sell |
11,777
-7,435
| -39% | -$201K | 0.11% | 153 |
|
|
2021
Q3 | $516K | Hold |
19,212
| – | – | 0.22% | 92 |
|
|
2021
Q2 | $524K | Buy |
19,212
+552
| +3% | +$15.1K | 0.28% | 76 |
|
|
2021
Q1 | $499K | Sell |
18,660
-1,493
| -7% | -$39.9K | 0.24% | 82 |
|
|
2020
Q4 | $546K | Sell |
20,153
-219
| -1% | -$5.93K | 0.28% | 72 |
|
|
2020
Q3 | $542K | Hold |
20,372
| – | – | 0.31% | 66 |
|
|
2020
Q2 | $541K | Hold |
20,372
| – | – | 0.32% | 64 |
|
|
2020
Q1 | $526K | Buy |
20,372
+1,186
| +6% | +$30.6K | 0.37% | 55 |
|
|
2019
Q4 | $508K | Buy |
+19,186
| New | +$508K | 0.34% | 55 |
|