Capital Investment Advisory Services’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 | $211K | Buy |
9,432
+6,100
| +183% | +$137K | 0.02% | 546 |
|
|
2025
Q1 | $76.8K | Buy |
3,332
+1,561
| +88% | +$36K | 0.01% | 650 |
|
|
2024
Q4 | $41.8K | Sell |
1,771
-4,796
| -73% | -$113K | ﹤0.01% | 677 |
|
|
2024
Q3 | $159K | Buy |
6,567
+236
| +4% | +$5.7K | 0.02% | 528 |
|
|
2024
Q2 | $150K | Hold |
6,331
| – | – | 0.02% | 526 |
|
|
2024
Q1 | $151K | Hold |
6,331
| – | – | 0.02% | 518 |
|
|
2023
Q4 | $153K | Sell |
6,331
-603
| -9% | -$14.6K | 0.01% | 509 |
|
|
2023
Q3 | $154K | Sell |
6,934
-65
| -0.9% | -$1.44K | 0.02% | 490 |
|
|
2023
Q2 | $165K | Buy |
6,999
+1,100
| +19% | +$26K | 0.02% | 478 |
|
|
2023
Q1 | $140K | Hold |
5,899
| – | – | 0.02% | 502 |
|
|
2022
Q4 | $135K | Hold |
5,899
| – | – | 0.02% | 508 |
|
|
2022
Q3 | $130K | Buy |
5,899
+179
| +3% | +$3.95K | 0.02% | 478 |
|
|
2022
Q2 | $134K | Hold |
5,720
| – | – | 0.02% | 490 |
|
|
2022
Q1 | $143K | Sell |
5,720
-415
| -7% | -$10.4K | 0.02% | 532 |
|
|
2021
Q4 | $166K | Sell |
6,135
-84
| -1% | -$2.27K | 0.02% | 497 |
|
|
2021
Q3 | $167K | Sell |
6,219
-464
| -7% | -$12.5K | 0.02% | 465 |
|
|
2021
Q2 | $182K | Buy |
6,683
+96
| +1% | +$2.61K | 0.02% | 473 |
|
|
2021
Q1 | $176K | Buy |
6,587
+35
| +0.5% | +$935 | 0.02% | 438 |
|
|
2020
Q4 | $178K | Buy |
6,552
+799
| +14% | +$21.7K | 0.03% | 425 |
|
|
2020
Q3 | $153K | Buy |
5,753
+5,353
| +1,338% | +$142K | 0.03% | 382 |
|
|
2020
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 478 |
|
|
2020
Q1 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 469 |
|