Financial Advocates Investment Management’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
Q1 | – | Sell |
-11,500
| Closed | -$575K | – | 791 |
|
|
2021
Q4 | $575K | Buy |
+11,500
| New | +$575K | 0.04% | 448 |
|
|
2018
Q4 | – | Sell |
-10,963
| Closed | -$272K | – | 488 |
|
|
2018
Q3 | $272K | Sell |
10,963
-11,266
| -51% | -$280K | 0.03% | 415 |
|
|
2018
Q2 | $559K | Buy |
22,229
+1,738
| +8% | +$43.7K | 0.07% | 256 |
|
|
2018
Q1 | $515K | Sell |
20,491
-10,642
| -34% | -$267K | 0.07% | 252 |
|
|
2017
Q4 | $804K | Buy |
+31,133
| New | +$804K | 0.11% | 195 |
|