FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,900
| Closed | -$72K | – | 850 |
|
|
2016
Q4 | $72K | Buy |
2,900
+1,700
| +142% | +$42.2K | 0.01% | 556 |
|
|
2016
Q3 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 716 |
|
|
2016
Q2 | $32K | Hold |
1,200
| – | – | ﹤0.01% | 724 |
|
|
2016
Q1 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 698 |
|
|
2015
Q4 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 723 |
|
|
2015
Q3 | $30K | Buy |
+1,200
| New | +$30K | ﹤0.01% | 763 |
|
|
2013
Q3 | – | Sell |
-2,206
| Closed | -$53K | – | 1595 |
|
|
2013
Q2 | $53K | Buy |
+2,206
| New | +$53K | 0.02% | 553 |
|