Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,109
| Closed | -$47K | – | 1094 |
|
|
2022
Q3 | $47K | Sell |
2,109
-5,918
| -74% | -$132K | 0.01% | 335 |
|
|
2022
Q2 | $188K | Buy |
8,027
+51
| +0.6% | +$1.19K | 0.05% | 168 |
|
|
2022
Q1 | $199K | Sell |
7,976
-1,768
| -18% | -$44.1K | 0.04% | 169 |
|
|
2021
Q4 | $264K | Buy |
9,744
+55
| +0.6% | +$1.49K | 0.06% | 147 |
|
|
2021
Q3 | $260K | Buy |
9,689
+57
| +0.6% | +$1.53K | 0.06% | 130 |
|
|
2021
Q2 | $263K | Buy |
9,632
+56
| +0.6% | +$1.53K | 0.06% | 140 |
|
|
2021
Q1 | $256K | Buy |
9,576
+58
| +0.6% | +$1.55K | 0.06% | 138 |
|
|
2020
Q4 | $258K | Buy |
9,518
+56
| +0.6% | +$1.52K | 0.07% | 129 |
|
|
2020
Q3 | $252K | Buy |
9,462
+51
| +0.5% | +$1.36K | 0.08% | 106 |
|
|
2020
Q2 | $250K | Buy |
9,411
+64
| +0.7% | +$1.7K | 0.1% | 92 |
|
|
2020
Q1 | $241K | Buy |
9,347
+63
| +0.7% | +$1.62K | 0.13% | 85 |
|
|
2019
Q4 | $244K | Buy |
+9,284
| New | +$244K | 0.25% | 52 |
|