IAG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,077
| Closed | -$27K | – | 472 |
|
|
2022
Q1 | $27K | Sell |
1,077
-1,076
| -50% | -$27K | 0.01% | 192 |
|
|
2021
Q4 | $58K | Hold |
2,153
| – | – | 0.02% | 124 |
|
|
2021
Q3 | $58K | Hold |
2,153
| – | – | 0.02% | 115 |
|
|
2021
Q2 | $59K | Hold |
2,153
| – | – | 0.02% | 108 |
|
|
2021
Q1 | $58K | Hold |
2,153
| – | – | 0.02% | 102 |
|
|
2020
Q4 | $59K | Hold |
2,153
| – | – | 0.02% | 99 |
|
|
2020
Q3 | $58K | Hold |
2,153
| – | – | 0.03% | 99 |
|
|
2020
Q2 | $58K | Hold |
2,153
| – | – | 0.03% | 98 |
|
|
2020
Q1 | $56K | Hold |
2,153
| – | – | 0.04% | 88 |
|
|
2019
Q4 | $57K | Buy |
+2,153
| New | +$57K | 0.04% | 99 |
|