Calton & Associates’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 | $1.06M | Buy |
+47,295
| New | +$1.06M | 0.18% | 100 |
|
|
2022
Q2 | – | Sell |
-69,511
| Closed | -$1.73M | – | 328 |
|
|
2022
Q1 | $1.73M | Sell |
69,511
-3,477
| -5% | -$86.6K | 0.51% | 46 |
|
|
2021
Q4 | $1.98M | Buy |
72,988
+3,735
| +5% | +$101K | 0.53% | 44 |
|
|
2021
Q3 | $1.86M | Buy |
69,253
+3,213
| +5% | +$86.3K | 0.41% | 65 |
|
|
2021
Q2 | $1.8M | Sell |
66,040
-1,317
| -2% | -$35.9K | 0.34% | 64 |
|
|
2021
Q1 | $1.8M | Sell |
67,357
-9,269
| -12% | -$248K | 0.35% | 58 |
|
|
2020
Q4 | $2.08M | Buy |
76,626
+8,479
| +12% | +$230K | 0.37% | 55 |
|
|
2020
Q3 | $1.82M | Sell |
68,147
-164
| -0.2% | -$4.37K | 0.37% | 59 |
|
|
2020
Q2 | $1.81M | Buy |
68,311
+4,445
| +7% | +$118K | 0.4% | 56 |
|
|
2020
Q1 | $1.65M | Buy |
63,866
+1,395
| +2% | +$36K | 0.41% | 53 |
|
|
2019
Q4 | $1.65M | Buy |
62,471
+3,917
| +7% | +$104K | 0.33% | 61 |
|
|
2019
Q3 | $1.55M | Buy |
+58,554
| New | +$1.55M | 0.35% | 57 |
|
|
2018
Q1 | – | Sell |
-5,286
| Closed | -$135K | – | 1054 |
|
|
2017
Q4 | $135K | Buy |
+5,286
| New | +$135K | 0.03% | 419 |
|