Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,180
| Closed | -$222K | – | 1839 |
|
|
2024
Q3 | $222K | Sell |
9,180
-1,476
| -14% | -$35.6K | 0.02% | 423 |
|
|
2024
Q2 | $252K | Sell |
10,656
-2,533
| -19% | -$60K | 0.02% | 385 |
|
|
2024
Q1 | $314K | Buy |
13,189
+101
| +0.8% | +$2.41K | 0.03% | 329 |
|
|
2023
Q4 | $316K | Buy |
+13,088
| New | +$316K | 0.03% | 302 |
|
|
2022
Q2 | – | Sell |
-589
| Closed | -$15K | – | 1338 |
|
|
2022
Q1 | $15K | Buy |
589
+3
| +0.5% | +$76 | ﹤0.01% | 827 |
|
|
2021
Q4 | $16K | Buy |
586
+3
| +0.5% | +$82 | ﹤0.01% | 809 |
|
|
2021
Q3 | $16K | Buy |
583
+4
| +0.7% | +$110 | ﹤0.01% | 918 |
|
|
2021
Q2 | $16K | Buy |
579
+3
| +0.5% | +$83 | ﹤0.01% | 917 |
|
|
2021
Q1 | $15K | Buy |
576
+4
| +0.7% | +$104 | ﹤0.01% | 854 |
|
|
2020
Q4 | $16K | Buy |
572
+3
| +0.5% | +$84 | ﹤0.01% | 771 |
|
|
2020
Q3 | $15K | Buy |
+569
| New | +$15K | ﹤0.01% | 723 |
|
|
2020
Q1 | – | Sell |
-8,222
| Closed | -$218K | – | 596 |
|
|
2019
Q4 | $218K | Sell |
8,222
-4,266
| -34% | -$113K | 0.1% | 144 |
|
|
2019
Q3 | $332K | Buy |
12,488
+1,301
| +12% | +$34.6K | 0.18% | 102 |
|
|
2019
Q2 | $293K | Buy |
11,187
+3,838
| +52% | +$101K | 0.16% | 105 |
|
|
2019
Q1 | $189K | Buy |
7,349
+840
| +13% | +$21.6K | 0.11% | 123 |
|
|
2018
Q4 | $163K | Buy |
6,509
+323
| +5% | +$8.09K | 0.12% | 120 |
|
|
2018
Q3 | $153K | Sell |
6,186
-838
| -12% | -$20.7K | 0.09% | 135 |
|
|
2018
Q2 | $176K | Buy |
7,024
+19
| +0.3% | +$476 | 0.1% | 135 |
|
|
2018
Q1 | $176K | Buy |
7,005
+863
| +14% | +$21.7K | 0.11% | 121 |
|
|
2017
Q4 | $159K | Sell |
6,142
-336
| -5% | -$8.7K | 0.11% | 132 |
|
|
2017
Q3 | $165K | Buy |
6,478
+4,896
| +309% | +$125K | 0.09% | 147 |
|
|
2017
Q2 | $40K | Buy |
1,582
+476
| +43% | +$12K | 0.03% | 256 |
|
|
2017
Q1 | $28K | Buy |
+1,106
| New | +$28K | 0.02% | 283 |
|