Cerity Partners OCIO’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $202K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $207K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $242K | Sell |
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|
2018
Q1 | $864K | Sell |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $2.44M | Buy |
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|
2017
Q2 | $1.13M | Buy |
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|
2017
Q1 | $1.12M | Buy |
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|
2016
Q4 | $399K | Buy |
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|
2016
Q3 | $335K | Buy |
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|
2016
Q2 | $334K | Buy |
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|
2016
Q1 | $309K | Buy |
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|
2015
Q4 | $300K | Buy |
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|
2015
Q3 | $294K | Buy |
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|
2015
Q2 | $220K | Buy |
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|
2015
Q1 | $226K | Sell |
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|
2014
Q4 | $21.5M | Buy |
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|
2014
Q3 | $248K | Buy |
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|
2014
Q2 | $242K | Sell |
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|
2014
Q1 | $243K | Sell |
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|
2013
Q4 | $250K | Sell |
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|
2013
Q3 | $260K | Sell |
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|
2013
Q2 | $271K | Buy |
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