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 |
|