Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25,200
| Closed | -$556K | – | 121 |
|
|
2022
Q3 | $556K | Hold |
25,200
| – | – | 0.36% | 58 |
|
|
2022
Q2 | $591K | Sell |
25,200
-1,551
| -6% | -$36.4K | 0.36% | 58 |
|
|
2022
Q1 | $667K | Sell |
26,751
-1,171
| -4% | -$29.2K | 0.34% | 56 |
|
|
2021
Q4 | $757K | Hold |
27,922
| – | – | 0.38% | 48 |
|
|
2021
Q3 | $750K | Sell |
27,922
-585
| -2% | -$15.7K | 0.42% | 45 |
|
|
2021
Q2 | $777K | Hold |
28,507
| – | – | 0.45% | 42 |
|
|
2021
Q1 | $763K | Sell |
28,507
-325
| -1% | -$8.7K | 0.48% | 39 |
|
|
2020
Q4 | $780K | Hold |
28,832
| – | – | 0.53% | 35 |
|
|
2020
Q3 | $767K | Hold |
28,832
| – | – | 0.6% | 35 |
|
|
2020
Q2 | $766K | Sell |
28,832
-1,000
| -3% | -$26.6K | 0.66% | 32 |
|
|
2020
Q1 | $770K | Buy |
+29,832
| New | +$770K | 0.85% | 25 |
|