Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7K | Sell |
837
-837
| -50% | -$18.7K | ﹤0.01% | 2058 |
|
|
2025
Q1 | $38.6K | Buy |
+1,674
| New | +$38.6K | ﹤0.01% | 2038 |
|
|
2024
Q1 | – | Sell |
-2,126
| Closed | -$51.4K | – | 2202 |
|
|
2023
Q4 | $51.4K | Hold |
2,126
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q3 | $47.1K | Hold |
2,126
| – | – | ﹤0.01% | 1098 |
|
|
2023
Q2 | $50.2K | Hold |
2,126
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q1 | $50.3K | Buy |
+2,126
| New | +$50.3K | ﹤0.01% | 1082 |
|