Csenge Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,555
| Closed | -$369K | – | 690 |
|
|
2021
Q4 | $369K | Sell |
13,555
-4,830
| -26% | -$131K | 0.03% | 411 |
|
|
2021
Q3 | $495K | Buy |
18,385
+4,830
| +36% | +$130K | 0.04% | 361 |
|
|
2021
Q2 | $369K | Buy |
13,555
+73
| +0.5% | +$1.99K | 0.03% | 412 |
|
|
2021
Q1 | $363K | Buy |
+13,482
| New | +$363K | 0.04% | 350 |
|
|
2018
Q4 | – | Sell |
-163
| Closed | -$4K | – | 1170 |
|
|
2018
Q3 | $4K | Buy |
+163
| New | +$4K | ﹤0.01% | 656 |
|
|
2018
Q2 | – | Sell |
-149,235
| Closed | -$3.75M | – | 300 |
|
|
2018
Q1 | $3.75M | Buy |
149,235
+3,294
| +2% | +$82.8K | 1.3% | 9 |
|
|
2017
Q4 | $3.77M | Buy |
145,941
+7,584
| +5% | +$196K | 1.35% | 10 |
|
|
2017
Q3 | $3.53M | Buy |
+138,357
| New | +$3.53M | 1.4% | 9 |
|