EWM
Evercore Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,393
| Closed | -$203K | – | 432 |
|
|
2024
Q3 | $203K | Buy |
+8,393
| New | +$203K | ﹤0.01% | 403 |
|
|
2024
Q2 | – | Sell |
-8,393
| Closed | -$200K | – | 430 |
|
|
2024
Q1 | $200K | Hold |
8,393
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $203K | Buy |
+8,393
| New | +$203K | ﹤0.01% | 407 |
|