Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,203
| Closed | -$239K | – | 364 |
|
|
2022
Q2 | $239K | Buy |
+10,203
| New | +$239K | 0.07% | 289 |
|
|
2020
Q1 | – | Sell |
-7,795
| Closed | -$206K | – | 285 |
|
|
2019
Q4 | $206K | Sell |
7,795
-10
| -0.1% | -$264 | 0.09% | 274 |
|
|
2019
Q3 | $207K | Buy |
7,805
+99
| +1% | +$2.63K | 0.09% | 283 |
|
|
2019
Q2 | $201K | Buy |
+7,706
| New | +$201K | 0.09% | 283 |
|
|
2019
Q1 | – | Sell |
-9,632
| Closed | -$241K | – | 293 |
|
|
2018
Q4 | $241K | Buy |
+9,632
| New | +$241K | 0.15% | 193 |
|