Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,550
| Closed | -$401K | – | 125 |
|
|
2020
Q1 | $401K | Hold |
15,550
| – | – | 0.27% | 70 |
|
|
2019
Q4 | $411K | Hold |
15,550
| – | – | 0.25% | 91 |
|
|
2019
Q3 | $413K | Hold |
15,550
| – | – | 0.19% | 94 |
|
|
2019
Q2 | $406K | Buy |
15,550
+50
| +0.3% | +$1.31K | 0.26% | 92 |
|
|
2019
Q1 | $398K | Hold |
15,500
| – | – | 0.28% | 92 |
|
|
2018
Q4 | $387K | Hold |
15,500
| – | – | 0.32% | 89 |
|
|
2018
Q3 | $384K | Sell |
15,500
-2,000
| -11% | -$49.5K | 0.28% | 99 |
|
|
2018
Q2 | $440K | Hold |
17,500
| – | – | 0.31% | 87 |
|
|
2018
Q1 | $440K | Hold |
17,500
| – | – | 0.33% | 82 |
|
|
2017
Q4 | $452K | Hold |
17,500
| – | – | 0.35% | 79 |
|
|
2017
Q3 | $447K | Sell |
17,500
-2,300
| -12% | -$58.7K | 0.37% | 77 |
|
|
2017
Q2 | $504K | Hold |
19,800
| – | – | 0.42% | 63 |
|
|
2017
Q1 | $496K | Buy |
19,800
+500
| +3% | +$12.5K | 0.33% | 67 |
|
|
2016
Q4 | $480K | Buy |
+19,300
| New | +$480K | 0.32% | 72 |
|