Exencial Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $390K | Hold |
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|
2025
Q2 | $378K | Hold |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $386K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $381K | Hold |
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|
2023
Q4 | $387K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $496K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $480K | Hold |
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $482K | Hold |
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|
2020
Q2 | $481K | Hold |
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|
2020
Q1 | $467K | Buy |
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|
2019
Q4 | $394K | Hold |
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $333K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $319K | Buy |
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|
2018
Q3 | $316K | Buy |
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|
2018
Q2 | $320K | Buy |
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|
2018
Q1 | $320K | Buy |
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|
2017
Q4 | $328K | Buy |
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|
2017
Q3 | $324K | Buy |
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|
2017
Q2 | $322K | Buy |
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|
2017
Q1 | $320K | Buy |
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|
2016
Q4 | $311K | Buy |
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|
2016
Q3 | $322K | Sell |
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|
2016
Q2 | $335K | Hold |
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|
2016
Q1 | $325K | Sell |
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|
2015
Q4 | $328K | Sell |
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|
2015
Q3 | $388K | Sell |
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|
2015
Q2 | $397K | Sell |
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|
2015
Q1 | $890K | Buy |
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|
2014
Q4 | $896K | Sell |
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|
2014
Q3 | $903K | Sell |
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|
2014
Q2 | $907K | Hold |
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|
2014
Q1 | $892K | Buy |
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|
2013
Q4 | $856K | Buy |
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|
2013
Q3 | $843K | Hold |
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|
2013
Q2 | $834K | Buy |
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