Francis Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-53,718
| Closed | -$1.24M | – | 95 |
|
|
2025
Q1 | $1.24M | Buy |
53,718
+18,310
| +52% | +$422K | 0.3% | 35 |
|
|
2024
Q4 | $836K | Buy |
35,408
+2,498
| +8% | +$59K | 0.21% | 37 |
|
|
2024
Q3 | $795K | Buy |
32,910
+355
| +1% | +$8.57K | 0.21% | 39 |
|
|
2024
Q2 | $771K | Buy |
32,555
+16,117
| +98% | +$382K | 0.23% | 38 |
|
|
2024
Q1 | $392K | Buy |
+16,438
| New | +$392K | 0.13% | 47 |
|