Global Retirement Partners’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 | $53.8K | Buy |
+2,404
| New | +$53.8K | ﹤0.01% | 1727 |
|
|
2024
Q4 | $67.4K | Sell |
2,856
-730
| -20% | -$17.2K | ﹤0.01% | 1466 |
|
|
2024
Q3 | $86.6K | Sell |
3,586
-5,474
| -60% | -$132K | ﹤0.01% | 1307 |
|
|
2024
Q2 | $215K | Buy |
9,060
+413
| +5% | +$9.78K | 0.01% | 854 |
|
|
2024
Q1 | $206K | Sell |
8,647
-3,005
| -26% | -$71.6K | 0.01% | 780 |
|
|
2023
Q4 | $280K | Buy |
11,652
+5,195
| +80% | +$125K | 0.01% | 634 |
|
|
2023
Q3 | $142K | Sell |
6,457
-292
| -4% | -$6.44K | 0.01% | 800 |
|
|
2023
Q2 | $159K | Buy |
6,749
+221
| +3% | +$5.22K | 0.01% | 778 |
|
|
2023
Q1 | $154K | Buy |
6,528
+5,338
| +449% | +$126K | 0.01% | 769 |
|
|
2022
Q4 | $27.3K | Buy |
+1,190
| New | +$27.3K | ﹤0.01% | 1345 |
|
|
2018
Q4 | – | Sell |
-812
| Closed | -$20K | – | 1535 |
|
|
2018
Q3 | $20K | Hold |
812
| – | – | ﹤0.01% | 811 |
|
|
2018
Q2 | $20K | Buy |
+812
| New | +$20K | 0.01% | 799 |
|