Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,344
| Closed | -$78.8K | – | 6321 |
|
|
2024
Q4 | $78.8K | Hold |
3,344
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q3 | $80.8K | Hold |
3,344
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q2 | $79.2K | Buy |
3,344
+971
| +41% | +$23K | 0.01% | 1001 |
|
|
2024
Q1 | $56.5K | Hold |
2,373
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q4 | $57.4K | Hold |
2,373
| – | – | ﹤0.01% | 1087 |
|
|
2023
Q3 | $52.6K | Hold |
2,373
| – | – | ﹤0.01% | 1062 |
|
|
2023
Q2 | $56K | Hold |
2,373
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q1 | $56.2K | Sell |
2,373
-9,500
| -80% | -$225K | ﹤0.01% | 1048 |
|
|
2022
Q4 | $272K | Hold |
11,873
| – | – | 0.02% | 540 |
|
|
2022
Q3 | $262K | Hold |
11,873
| – | – | 0.02% | 478 |
|
|
2022
Q2 | $278K | Hold |
11,873
| – | – | 0.02% | 518 |
|
|
2022
Q1 | $296K | Buy |
11,873
+696
| +6% | +$17.4K | 0.02% | 532 |
|
|
2021
Q4 | $303K | Buy |
11,177
+7
| +0.1% | +$190 | 0.02% | 594 |
|
|
2021
Q3 | $300K | Buy |
11,170
+1,176
| +12% | +$31.6K | 0.02% | 581 |
|
|
2021
Q2 | $272K | Buy |
9,994
+7
| +0.1% | +$191 | 0.02% | 628 |
|
|
2021
Q1 | $267K | Buy |
9,987
+7
| +0.1% | +$187 | 0.02% | 589 |
|
|
2020
Q4 | $271K | Buy |
9,980
+3,107
| +45% | +$84.4K | 0.02% | 528 |
|
|
2020
Q3 | $183K | Buy |
6,873
+5,306
| +339% | +$141K | 0.02% | 572 |
|
|
2020
Q2 | $42K | Sell |
1,567
-289
| -16% | -$7.75K | ﹤0.01% | 1041 |
|
|
2020
Q1 | $48K | Sell |
1,856
-466
| -20% | -$12.1K | 0.01% | 924 |
|
|
2019
Q4 | $61K | Buy |
2,322
+1,962
| +545% | +$51.5K | 0.01% | 877 |
|
|
2019
Q3 | $10K | Sell |
360
-1,791
| -83% | -$49.8K | ﹤0.01% | 1154 |
|
|
2019
Q2 | $56K | Sell |
2,151
-1,640
| -43% | -$42.7K | 0.01% | 823 |
|
|
2019
Q1 | $97K | Sell |
3,791
-1,431
| -27% | -$36.6K | 0.01% | 692 |
|
|
2018
Q4 | $130K | Buy |
5,222
+1,684
| +48% | +$41.9K | 0.02% | 557 |
|
|
2018
Q3 | $88K | Buy |
+3,538
| New | +$88K | 0.02% | 455 |
|