Goodman Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-655,675
| Closed | -$15.1M | – | 187 |
|
|
2025
Q1 | $15.1M | Sell |
655,675
-107,775
| -14% | -$2.48M | 4.61% | 6 |
|
|
2024
Q4 | $18M | Buy |
763,450
+40,052
| +6% | +$946K | 5.32% | 3 |
|
|
2024
Q3 | $17.5M | Buy |
723,398
+3,920
| +0.5% | +$94.7K | 4.99% | 4 |
|
|
2024
Q2 | $17M | Sell |
719,478
-40,843
| -5% | -$967K | 5.09% | 4 |
|
|
2024
Q1 | $18.1M | Sell |
760,321
-226,386
| -23% | -$5.39M | 5.75% | 4 |
|
|
2023
Q4 | $23.9M | Buy |
986,707
+656,873
| +199% | +$15.9M | 8.13% | 3 |
|
|
2023
Q3 | $7.31M | Buy |
329,834
+122,305
| +59% | +$2.71M | 2.73% | 7 |
|
|
2023
Q2 | $4.9M | Sell |
207,529
-290,775
| -58% | -$6.86M | 1.82% | 23 |
|
|
2023
Q1 | $11.8M | Buy |
498,304
+60,562
| +14% | +$1.43M | 6.43% | 4 |
|
|
2022
Q4 | $10M | Buy |
437,742
+304,590
| +229% | +$6.99M | 5.84% | 5 |
|
|
2022
Q3 | $2.94M | Buy |
133,152
+130,120
| +4,292% | +$2.87M | 1.6% | 13 |
|
|
2022
Q2 | $71K | Sell |
3,032
-138,278
| -98% | -$3.24M | 0.03% | 69 |
|
|
2022
Q1 | $3.52M | Sell |
141,310
-62,744
| -31% | -$1.56M | 1.22% | 25 |
|
|
2021
Q4 | $5.53M | Buy |
+204,054
| New | +$5.53M | 1.87% | 18 |
|