Dakota Wealth Management’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
Q3 | – | Sell |
-44,067
| Closed | -$1.03M | – | 596 |
|
|
2022
Q2 | $1.03M | Sell |
44,067
-16,500
| -27% | -$387K | 0.1% | 187 |
|
|
2022
Q1 | $1.51M | Hold |
60,567
| – | – | 0.12% | 168 |
|
|
2021
Q4 | $1.64M | Sell |
60,567
-700
| -1% | -$19K | 0.17% | 129 |
|
|
2021
Q3 | $1.65M | Buy |
+61,267
| New | +$1.65M | 0.19% | 127 |
|
|
2021
Q1 | – | Sell |
-8,277
| Closed | -$224K | – | 340 |
|
|
2020
Q4 | $224K | Hold |
8,277
| – | – | 0.03% | 287 |
|
|
2020
Q3 | $220K | Hold |
8,277
| – | – | 0.03% | 249 |
|
|
2020
Q2 | $220K | Hold |
8,277
| – | – | 0.04% | 242 |
|
|
2020
Q1 | $214K | Buy |
8,277
+372
| +5% | +$9.62K | 0.05% | 225 |
|
|
2019
Q4 | $209K | Hold |
7,905
| – | – | 0.03% | 284 |
|
|
2019
Q3 | $210K | Hold |
7,905
| – | – | 0.04% | 278 |
|
|
2019
Q2 | $207K | Buy |
+7,905
| New | +$207K | 0.04% | 265 |
|