FDx Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-10,603
| Closed | -$282K | – | 710 |
|
2020
Q3 | $282K | Buy |
+10,603
| New | +$282K | 0.01% | 503 |
|
2018
Q3 | – | Sell |
-13,927
| Closed | -$350K | – | 937 |
|
2018
Q2 | $350K | Sell |
13,927
-809
| -5% | -$20.3K | 0.01% | 666 |
|
2018
Q1 | $371K | Sell |
14,736
-3,771
| -20% | -$94.9K | 0.01% | 887 |
|
2017
Q4 | $478K | Sell |
18,507
-6,516
| -26% | -$168K | 0.01% | 829 |
|
2017
Q3 | $639K | Sell |
25,023
-2,798
| -10% | -$71.5K | 0.02% | 691 |
|
2017
Q2 | $708K | Buy |
+27,821
| New | +$708K | 0.02% | 633 |
|
2016
Q4 | – | Sell |
-18,817
| Closed | -$490K | – | 1150 |
|
2016
Q3 | $490K | Sell |
18,817
-17,986
| -49% | -$468K | 0.02% | 628 |
|
2016
Q2 | $977K | Buy |
36,803
+12,141
| +49% | +$322K | 0.04% | 370 |
|
2016
Q1 | $635K | Buy |
+24,662
| New | +$635K | 0.03% | 515 |
|