HHM Wealth Advisors’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
Q3 | – | Sell |
-5,700
| Closed | -$134K | – | 773 |
|
|
2022
Q2 | $134K | Hold |
5,700
| – | – | 0.03% | 164 |
|
|
2022
Q1 | $142K | Hold |
5,700
| – | – | 0.03% | 175 |
|
|
2021
Q4 | $155K | Hold |
5,700
| – | – | 0.04% | 168 |
|
|
2021
Q3 | $153K | Hold |
5,700
| – | – | 0.04% | 163 |
|
|
2021
Q2 | $155K | Hold |
5,700
| – | – | 0.04% | 161 |
|
|
2021
Q1 | $153K | Hold |
5,700
| – | – | 0.05% | 145 |
|
|
2020
Q4 | $155K | Hold |
5,700
| – | – | 0.05% | 121 |
|
|
2020
Q3 | $152K | Hold |
5,700
| – | – | 0.06% | 108 |
|
|
2020
Q2 | $151K | Hold |
5,700
| – | – | 0.06% | 100 |
|
|
2020
Q1 | $147K | Buy |
+5,700
| New | +$147K | 0.07% | 93 |
|