Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Hold |
549
| – | – | ﹤0.01% | 747 |
|
|
2025
Q1 | $12.6K | Hold |
549
| – | – | ﹤0.01% | 688 |
|
|
2024
Q4 | $13K | Buy |
+549
| New | +$13K | ﹤0.01% | 672 |
|
|
2023
Q4 | – | Sell |
-869
| Closed | -$19.3K | – | 1117 |
|
|
2023
Q3 | $19.3K | Buy |
869
+7
| +0.8% | +$155 | ﹤0.01% | 488 |
|
|
2023
Q2 | $20.4K | Buy |
862
+6
| +0.7% | +$142 | ﹤0.01% | 459 |
|
|
2023
Q1 | $20.3K | Buy |
856
+6
| +0.7% | +$142 | ﹤0.01% | 459 |
|
|
2022
Q4 | $19.5K | Buy |
850
+6
| +0.7% | +$138 | ﹤0.01% | 441 |
|
|
2022
Q3 | $19K | Buy |
844
+8
| +1% | +$180 | ﹤0.01% | 442 |
|
|
2022
Q2 | $20K | Buy |
836
+5
| +0.6% | +$120 | ﹤0.01% | 420 |
|
|
2022
Q1 | $21K | Buy |
831
+4
| +0.5% | +$101 | ﹤0.01% | 377 |
|
|
2021
Q4 | $22K | Buy |
827
+5
| +0.6% | +$133 | ﹤0.01% | 362 |
|
|
2021
Q3 | $22K | Buy |
822
+85
| +12% | +$2.28K | ﹤0.01% | 345 |
|
|
2021
Q2 | $20K | Buy |
737
+4
| +0.5% | +$109 | ﹤0.01% | 349 |
|
|
2021
Q1 | $20K | Buy |
733
+3
| +0.4% | +$82 | ﹤0.01% | 325 |
|
|
2020
Q4 | $19K | Hold |
730
| – | – | ﹤0.01% | 271 |
|
|
2020
Q3 | $19K | Buy |
+730
| New | +$19K | ﹤0.01% | 260 |
|