Clearwater Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,960
| Closed | -$234K | – | 183 |
|
|
2019
Q2 | $234K | Hold |
8,960
| – | – | 0.04% | 178 |
|
|
2019
Q1 | $230K | Hold |
8,960
| – | – | 0.04% | 183 |
|
|
2018
Q4 | $224K | Hold |
8,960
| – | – | 0.05% | 183 |
|
|
2018
Q3 | $222K | Hold |
8,960
| – | – | 0.04% | 180 |
|
|
2018
Q2 | $225K | Hold |
8,960
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $225K | Hold |
8,960
| – | – | 0.05% | 173 |
|
|
2017
Q4 | $231K | Hold |
8,960
| – | – | 0.05% | 166 |
|
|
2017
Q3 | $229K | Hold |
8,960
| – | – | 0.05% | 157 |
|
|
2017
Q2 | $227K | Hold |
8,960
| – | – | 0.06% | 149 |
|
|
2017
Q1 | $225K | Hold |
8,960
| – | – | 0.06% | 153 |
|
|
2016
Q4 | $223K | Sell |
8,960
-24,870
| -74% | -$619K | 0.08% | 137 |
|
|
2016
Q3 | $878K | Hold |
33,830
| – | – | 0.31% | 75 |
|
|
2016
Q2 | $899K | Buy |
+33,830
| New | +$899K | 0.33% | 72 |
|