Carson Wealth (CWM LLC)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Sell |
349
-504
| -59% | -$11.6K | ﹤0.01% | 4403 |
|
|
2025
Q1 | $20K | Hold |
853
| – | – | ﹤0.01% | 3677 |
|
|
2024
Q4 | $20K | Hold |
853
| – | – | ﹤0.01% | 3440 |
|
|
2024
Q3 | $21K | Hold |
853
| – | – | ﹤0.01% | 3330 |
|
|
2024
Q2 | $20K | Sell |
853
-1,087
| -56% | -$25.5K | ﹤0.01% | 3116 |
|
|
2024
Q1 | $46K | Sell |
1,940
-3,888
| -67% | -$92.2K | ﹤0.01% | 2340 |
|
|
2023
Q4 | $141K | Sell |
5,828
-98
| -2% | -$2.37K | ﹤0.01% | 1577 |
|
|
2023
Q3 | $131K | Hold |
5,926
| – | – | ﹤0.01% | 1492 |
|
|
2023
Q2 | $140K | Hold |
5,926
| – | – | ﹤0.01% | 1395 |
|
|
2023
Q1 | $140K | Sell |
5,926
-5,887
| -50% | -$139K | ﹤0.01% | 1341 |
|
|
2022
Q4 | $271K | Sell |
11,813
-18,009
| -60% | -$413K | ﹤0.01% | 990 |
|
|
2022
Q3 | $658K | Buy |
29,822
+3,213
| +12% | +$70.9K | 0.01% | 675 |
|
|
2022
Q2 | $624K | Buy |
26,609
+19,557
| +277% | +$459K | ﹤0.01% | 675 |
|
|
2022
Q1 | $176K | Buy |
7,052
+1,868
| +36% | +$46.6K | ﹤0.01% | 1091 |
|
|
2021
Q4 | $141K | Buy |
+5,184
| New | +$141K | ﹤0.01% | 1168 |
|
|
2021
Q2 | $25K | Hold |
909
| – | – | ﹤0.01% | 1689 |
|
|
2021
Q1 | $25K | Hold |
909
| – | – | ﹤0.01% | 1689 |
|
|
2020
Q4 | $25K | Hold |
909
| – | – | ﹤0.01% | 1689 |
|
|
2020
Q3 | $25K | Hold |
909
| – | – | ﹤0.01% | 1689 |
|
|
2020
Q2 | $25K | Hold |
909
| – | – | ﹤0.01% | 1689 |
|
|
2020
Q1 | $25K | Hold |
909
| – | – | ﹤0.01% | 1689 |
|
|
2019
Q4 | $25K | Hold |
909
| – | – | ﹤0.01% | 1689 |
|
|
2019
Q3 | $25K | Hold |
909
| – | – | ﹤0.01% | 1689 |
|
|
2019
Q2 | $25K | Hold |
909
| – | – | ﹤0.01% | 1689 |
|
|
2019
Q1 | $25K | Buy |
+909
| New | +$25K | ﹤0.01% | 1689 |
|
|
2017
Q4 | – | Sell |
-135
| Closed | -$3K | – | 1552 |
|
|
2017
Q3 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 1218 |
|