Fusion Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-20,264
| Closed | -$501K | – | 189 |
|
|
2015
Q2 | $501K | Buy |
20,264
+6,923
| +52% | +$171K | 0.39% | 58 |
|
|
2015
Q1 | $341K | Sell |
13,341
-1,232
| -8% | -$31.5K | 0.27% | 68 |
|
|
2014
Q4 | $370K | Buy |
14,573
+573
| +4% | +$14.5K | 0.31% | 59 |
|
|
2014
Q3 | $352K | Sell |
14,000
-98
| -0.7% | -$2.46K | 0.3% | 48 |
|
|
2014
Q2 | $348K | Buy |
14,098
+10,344
| +276% | +$255K | 0.3% | 58 |
|
|
2014
Q1 | $91K | Sell |
3,754
-31,563
| -89% | -$765K | 0.09% | 99 |
|
|
2013
Q4 | $811K | Buy |
+35,317
| New | +$811K | 0.6% | 44 |
|