Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $78.8K | Hold |
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|
2024
Q3 | $80.8K | Hold |
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|
2024
Q2 | $79.2K | Buy |
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|
2024
Q1 | $56.5K | Hold |
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|
2023
Q4 | $57.4K | Hold |
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|
2023
Q3 | $52.6K | Hold |
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|
2023
Q2 | $56K | Hold |
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|
2023
Q1 | $56.2K | Sell |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | $183K | Buy |
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|
2020
Q2 | $42K | Sell |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $61K | Buy |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $56K | Sell |
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|
2019
Q1 | $97K | Sell |
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|
2018
Q4 | $130K | Buy |
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|
2018
Q3 | $88K | Buy |
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