Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $77.4K | Sell |
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|
2023
Q2 | $90.9K | Sell |
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|
2023
Q1 | $155K | Hold |
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|
2022
Q4 | $150K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $510K | Buy |
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|
2021
Q3 | $413K | Sell |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $24K | Buy |
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