Cardan Capital Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1.8M | Buy |
66,893
+669
| +1% | +$18K | 0.2% | 104 |
|
2021
Q2 | $1.81M | Sell |
66,224
-12,355
| -16% | -$337K | 0.2% | 113 |
|
2021
Q1 | $2.1M | Sell |
78,579
-18,268
| -19% | -$489K | 0.25% | 100 |
|
2020
Q4 | $2.63M | Sell |
96,847
-26,346
| -21% | -$714K | 0.32% | 88 |
|
2020
Q3 | $3.28M | Sell |
123,193
-26,615
| -18% | -$709K | 0.44% | 77 |
|
2020
Q2 | $3.98M | Sell |
149,808
-815
| -0.5% | -$21.6K | 0.57% | 56 |
|
2020
Q1 | $3.89M | Sell |
150,623
-6,730
| -4% | -$174K | 0.65% | 41 |
|
2019
Q4 | $4.16M | Buy |
157,353
+6,297
| +4% | +$167K | 0.56% | 51 |
|
2019
Q3 | $4.01M | Buy |
151,056
+2,447
| +2% | +$64.9K | 0.57% | 50 |
|
2019
Q2 | $3.88M | Sell |
148,609
-8,416
| -5% | -$220K | 0.59% | 52 |
|
2019
Q1 | $4.03M | Sell |
157,025
-9,581
| -6% | -$246K | 0.65% | 45 |
|
2018
Q4 | $4.16M | Buy |
166,606
+16,765
| +11% | +$419K | 0.73% | 40 |
|
2018
Q3 | $3.72M | Sell |
149,841
-2,678
| -2% | -$66.4K | 0.58% | 48 |
|
2018
Q2 | $3.83M | Buy |
152,519
+1,835
| +1% | +$46.1K | 0.63% | 44 |
|
2018
Q1 | $3.79M | Sell |
150,684
-8,760
| -5% | -$220K | 0.63% | 46 |
|
2017
Q4 | $4.12M | Buy |
159,444
+3,388
| +2% | +$87.4K | 0.78% | 41 |
|
2017
Q3 | $3.99M | Sell |
156,056
-16,672
| -10% | -$426K | 0.8% | 38 |
|
2017
Q2 | $4.39M | Sell |
172,728
-9,455
| -5% | -$241K | 0.86% | 36 |
|
2017
Q1 | $4.56M | Buy |
182,183
+9,073
| +5% | +$227K | 0.95% | 33 |
|
2016
Q4 | $4.31M | Sell |
173,110
-20,541
| -11% | -$511K | 0.96% | 36 |
|
2016
Q3 | $5.04M | Buy |
193,651
+15,693
| +9% | +$409K | 1.13% | 29 |
|
2016
Q2 | $4.72M | Buy |
177,958
+4,745
| +3% | +$126K | 1.16% | 30 |
|
2016
Q1 | $4.46M | Buy |
173,213
+101,547
| +142% | +$2.61M | 1.11% | 33 |
|
2015
Q4 | $1.83M | Buy |
+71,666
| New | +$1.83M | 0.78% | 44 |
|