Corient Private Wealth’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 |
-10,279
| Closed | -$243K | – | 2409 |
|
|
2024
Q4 | $243K | Sell |
10,279
-11,583
| -53% | -$273K | ﹤0.01% | 2007 |
|
|
2024
Q3 | $528K | Sell |
21,862
-11,210
| -34% | -$271K | ﹤0.01% | 1684 |
|
|
2024
Q2 | $785K | Sell |
33,072
-1,479
| -4% | -$35.1K | ﹤0.01% | 1422 |
|
|
2024
Q1 | $823K | Buy |
34,551
+5,485
| +19% | +$131K | ﹤0.01% | 1375 |
|
|
2023
Q4 | $703K | Buy |
+29,066
| New | +$703K | ﹤0.01% | 1436 |
|