BAM
Belpointe Asset 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
Q2 | $354K | Sell |
15,821
-59,142
| -79% | -$1.32M | 0.01% | 703 |
|
|
2025
Q1 | $1.73M | Buy |
+74,963
| New | +$1.73M | 0.09% | 210 |
|
|
2024
Q3 | – | Sell |
-21,156
| Closed | -$501K | – | 978 |
|
|
2024
Q2 | $501K | Hold |
21,156
| – | – | 0.03% | 459 |
|
|
2024
Q1 | $504K | Hold |
21,156
| – | – | 0.04% | 434 |
|
|
2023
Q4 | $512K | Hold |
21,156
| – | – | 0.04% | 362 |
|
|
2023
Q3 | $469K | Hold |
21,156
| – | – | 0.05% | 354 |
|
|
2023
Q2 | $499K | Sell |
21,156
-230
| -1% | -$5.43K | 0.05% | 310 |
|
|
2023
Q1 | $506K | Hold |
21,386
| – | – | 0.03% | 564 |
|
|
2022
Q4 | $491K | Hold |
21,386
| – | – | 0.03% | 550 |
|
|
2022
Q3 | $472K | Sell |
21,386
-100
| -0.5% | -$2.21K | 0.03% | 524 |
|
|
2022
Q2 | $503K | Buy |
21,486
+100
| +0.5% | +$2.34K | 0.03% | 482 |
|
|
2022
Q1 | $533K | Sell |
21,386
-10,000
| -32% | -$249K | 0.03% | 524 |
|
|
2021
Q4 | $851K | Sell |
31,386
-11,000
| -26% | -$298K | 0.05% | 365 |
|
|
2021
Q3 | $1.14M | Buy |
42,386
+746
| +2% | +$20K | 0.08% | 282 |
|
|
2021
Q2 | $1.14M | Buy |
41,640
+90
| +0.2% | +$2.45K | 0.08% | 263 |
|
|
2021
Q1 | $1.11M | Buy |
41,550
+675
| +2% | +$18.1K | 0.1% | 233 |
|
|
2020
Q4 | $1.11M | Sell |
40,875
-3,546
| -8% | -$96.1K | 0.1% | 231 |
|
|
2020
Q3 | $1.18M | Buy |
44,421
+381
| +0.9% | +$10.1K | 0.13% | 172 |
|
|
2020
Q2 | $1.17M | Sell |
44,040
-4,022
| -8% | -$107K | 0.15% | 145 |
|
|
2020
Q1 | $1.24M | Sell |
48,062
-18,805
| -28% | -$485K | 0.22% | 106 |
|
|
2019
Q4 | $1.77M | Buy |
66,867
+13,993
| +26% | +$370K | 0.22% | 109 |
|
|
2019
Q3 | $1.4M | Buy |
52,874
+1,509
| +3% | +$40K | 0.23% | 102 |
|
|
2019
Q2 | $1.34M | Sell |
51,365
-257,305
| -83% | -$6.72M | 0.26% | 85 |
|
|
2019
Q1 | $12.8M | Buy |
308,670
+252,966
| +454% | +$10.5M | 2.5% | 7 |
|
|
2018
Q4 | $1.39M | Buy |
+55,704
| New | +$1.39M | 0.35% | 60 |
|