FAS Wealth Partners’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 |
-7,058
| Closed | -$165K | – | 420 |
|
|
2022
Q2 | $165K | Sell |
7,058
-10,020
| -59% | -$234K | 0.02% | 278 |
|
|
2022
Q1 | $426K | Sell |
17,078
-8,502
| -33% | -$212K | 0.04% | 201 |
|
|
2021
Q4 | $693K | Sell |
25,580
-18,913
| -43% | -$512K | 0.06% | 160 |
|
|
2021
Q3 | $1.2M | Buy |
44,493
+894
| +2% | +$24K | 0.11% | 113 |
|
|
2021
Q2 | $1.19M | Sell |
43,599
-693
| -2% | -$18.9K | 0.11% | 113 |
|
|
2021
Q1 | $1.19M | Buy |
44,292
+9,083
| +26% | +$243K | 0.12% | 108 |
|
|
2020
Q4 | $955K | Buy |
35,209
+18,659
| +113% | +$506K | 0.11% | 117 |
|
|
2020
Q3 | $441K | Buy |
16,550
+201
| +1% | +$5.36K | 0.06% | 165 |
|
|
2020
Q2 | $434K | Buy |
16,349
+6,692
| +69% | +$178K | 0.06% | 164 |
|
|
2020
Q1 | $249K | Buy |
9,657
+5,470
| +131% | +$141K | 0.04% | 188 |
|
|
2019
Q4 | $111K | Buy |
+4,187
| New | +$111K | 0.02% | 206 |
|