Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-14,377
| Closed | -$376K | – | 819 |
|
|
2016
Q3 | $376K | Buy |
14,377
+28
| +0.2% | +$732 | 0.05% | 437 |
|
|
2016
Q2 | $380K | Buy |
14,349
+331
| +2% | +$8.77K | 0.05% | 402 |
|
|
2016
Q1 | $360K | Buy |
14,018
+1,020
| +8% | +$26.2K | 0.05% | 420 |
|
|
2015
Q4 | $331K | Buy |
12,998
+543
| +4% | +$13.8K | 0.04% | 452 |
|
|
2015
Q3 | $311K | Buy |
12,455
+35
| +0.3% | +$874 | 0.04% | 469 |
|
|
2015
Q2 | $308K | Sell |
12,420
-267
| -2% | -$6.62K | 0.04% | 484 |
|
|
2015
Q1 | $19K | Buy |
12,687
+42
| +0.3% | +$63 | 0.01% | 460 |
|
|
2014
Q4 | $322K | Sell |
12,645
-333
| -3% | -$8.48K | 0.05% | 434 |
|
|
2014
Q3 | $326K | Buy |
12,978
+49
| +0.4% | +$1.23K | 0.04% | 365 |
|
|
2014
Q2 | $316K | Buy |
12,929
+40
| +0.3% | +$978 | 0.04% | 399 |
|
|
2014
Q1 | $310K | Buy |
12,889
+44
| +0.3% | +$1.06K | 0.04% | 400 |
|
|
2013
Q4 | $294K | Sell |
12,845
-858
| -6% | -$19.6K | 0.04% | 385 |
|
|
2013
Q3 | $317K | Sell |
13,703
-305
| -2% | -$7.06K | 0.04% | 352 |
|
|
2013
Q2 | $335K | Buy |
+14,008
| New | +$335K | 0.05% | 318 |
|