Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $60K | Buy |
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|
2025
Q2 | $8K | Sell |
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|
2025
Q1 | $20K | Hold |
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|
2024
Q4 | $20K | Hold |
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|
2024
Q3 | $21K | Hold |
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|
2024
Q2 | $20K | Sell |
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|
2024
Q1 | $46K | Sell |
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|
2023
Q4 | $141K | Sell |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $140K | Hold |
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|
2023
Q1 | $140K | Sell |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $658K | Buy |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $176K | Buy |
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|
2021
Q4 | $141K | Buy |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $25K | Hold |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $25K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $25K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3K | Buy |
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