BerganKDV Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $497K | Buy |
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|
2022
Q4 | $194K | Sell |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $498K | Sell |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $568K | Buy |
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|
2021
Q3 | $483K | Buy |
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|
2021
Q2 | $442K | Sell |
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|
2021
Q1 | $444K | Buy |
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|
2020
Q4 | $405K | Buy |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $335K | Buy |
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|
2019
Q3 | $308K | Sell |
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|
2019
Q2 | $307K | Buy |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | $144K | Sell |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $410K | Buy |
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|
2018
Q1 | $360K | Buy |
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|
2017
Q4 | $292K | Buy |
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|
2017
Q3 | $274K | Buy |
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|
2017
Q2 | $272K | Hold |
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|
2017
Q1 | $267K | Buy |
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|
2016
Q4 | $244K | Sell |
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|
2016
Q3 | $370K | Buy |
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