Continuum Advisory’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
Q3
Sell
-9,008
Closed -$239K 153
2020
Q2
$239K Sell
9,008
-6,699
-43% -$178K 0.15% 118
2020
Q1
$390K Sell
15,707
-53
-0.3% -$1.32K 0.26% 86
2019
Q4
$417K Hold
15,760
0.24% 89
2019
Q3
$418K Sell
15,760
-52
-0.3% -$1.38K 0.28% 77
2019
Q2
$413K Sell
15,812
-416
-3% -$10.9K 0.28% 78
2019
Q1
$415K Sell
16,228
-23
-0.1% -$588 0.31% 82
2018
Q4
$406K Sell
16,251
-278
-2% -$6.95K 0.3% 90
2018
Q3
$409K Hold
16,529
0.27% 90
2018
Q2
$415K Sell
16,529
-338
-2% -$8.49K 0.3% 81
2018
Q1
$424K Sell
16,867
-4
-0% -$101 0.36% 70
2017
Q4
$435K Sell
16,871
-25
-0.1% -$645 0.33% 83
2017
Q3
$432K Sell
16,896
-67
-0.4% -$1.71K 0.38% 70
2017
Q2
$432K Sell
16,963
-209
-1% -$5.32K 0.43% 65
2017
Q1
$430K Buy
+17,172
New +$430K 0.52% 50