EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1K | Sell |
2,237
-6,356
| -74% | -$142K | ﹤0.01% | 1606 |
|
|
2025
Q1 | $198K | Buy |
8,593
+46
| +0.5% | +$1.06K | 0.01% | 663 |
|
|
2024
Q4 | $202K | Sell |
8,547
-1,045
| -11% | -$24.7K | 0.01% | 652 |
|
|
2024
Q3 | $232K | Buy |
9,592
+153
| +2% | +$3.7K | 0.01% | 516 |
|
|
2024
Q2 | $226K | Buy |
9,439
+533
| +6% | +$12.7K | 0.02% | 520 |
|
|
2024
Q1 | $208K | Buy |
8,906
+2,806
| +46% | +$65.7K | 0.02% | 474 |
|
|
2023
Q4 | $147K | Buy |
+6,100
| New | +$147K | 0.01% | 513 |
|