Financial Engines 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,830
| Closed | -$506K | – | 336 |
|
|
2023
Q3 | $506K | Sell |
22,830
-1,623
| -7% | -$36K | ﹤0.01% | 202 |
|
|
2023
Q2 | $577K | Buy |
24,453
+235
| +1% | +$5.55K | ﹤0.01% | 196 |
|
|
2023
Q1 | $573K | Sell |
24,218
-136,605
| -85% | -$3.23M | ﹤0.01% | 205 |
|
|
2022
Q4 | $3.69M | Buy |
160,823
+136,875
| +572% | +$3.14M | 0.01% | 101 |
|
|
2022
Q3 | $528K | Buy |
23,948
+1,448
| +6% | +$31.9K | ﹤0.01% | 195 |
|
|
2022
Q2 | $527K | Buy |
22,500
+3,270
| +17% | +$76.6K | ﹤0.01% | 196 |
|
|
2022
Q1 | $479K | Buy |
+19,230
| New | +$479K | ﹤0.01% | 204 |
|