Bogart Wealth LLC’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
2026 Q1	$12.6K	Hold	549	–	–	﹤0.01%	857
2025 Q4	$12.7K	Hold	549	–	–	﹤0.01%	809
2025 Q3	$12.7K	Hold	549	–	–	﹤0.01%	778
2025 Q2	$12.3K	Hold	549	–	–	﹤0.01%	751
2025 Q1	$12.6K	Hold	549	–	–	﹤0.01%	694
2024 Q4	$13K	Buy	+549	New	+$13.1K	﹤0.01%	678
2023 Q4	–	Sell	-869	Closed	-$19.3K	–	1117
2023 Q3	$19.3K	Buy	869 +7	+0.8%	+$162	﹤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%	+$141	﹤0.01%	459
2022 Q4	$19.5K	Buy	850 +6	+0.7%	+$136	﹤0.01%	441
2022 Q3	$19K	Buy	844 +8	+1%	+$188	﹤0.01%	443
2022 Q2	$20K	Buy	836 +5	+0.6%	+$119	﹤0.01%	420
2022 Q1	$21K	Buy	831 +4	+0.5%	+$104	﹤0.01%	380
2021 Q4	$22K	Buy	827 +5	+0.6%	+$135	﹤0.01%	362
2021 Q3	$22K	Buy	822 +85	+12%	+$2.32K	﹤0.01%	345
2021 Q2	$20K	Buy	737 +4	+0.5%	+$109	﹤0.01%	349
2021 Q1	$20K	Buy	733 +3	+0.4%	+$81	﹤0.01%	325
2020 Q4	$19K	Hold	730	–	–	﹤0.01%	271
2020 Q3	$19K	Buy	+730	New	+$19.6K	﹤0.01%	260