IWM
IHT Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
314,501
+37,338
| +13% | +$836K | 0.19% | 110 |
|
|
2025
Q1 | $6.39M | Sell |
277,163
-4,005
| -1% | -$92.3K | 0.2% | 106 |
|
|
2024
Q4 | $6.64M | Buy |
281,168
+14,074
| +5% | +$332K | 0.21% | 94 |
|
|
2024
Q3 | $6.45M | Buy |
267,094
+5,104
| +2% | +$123K | 0.18% | 110 |
|
|
2024
Q2 | $6.2M | Buy |
261,990
+20,917
| +9% | +$495K | 0.23% | 89 |
|
|
2024
Q1 | $5.74M | Buy |
241,073
+8,062
| +3% | +$192K | 0.23% | 89 |
|
|
2023
Q4 | $5.63M | Buy |
233,011
+191,013
| +455% | +$4.62M | 0.25% | 88 |
|
|
2023
Q3 | $931K | Sell |
41,998
-4,913
| -10% | -$109K | 0.05% | 363 |
|
|
2023
Q2 | $1.11M | Sell |
46,911
-105
| -0.2% | -$2.48K | 0.06% | 319 |
|
|
2023
Q1 | $1.11M | Buy |
47,016
+22,796
| +94% | +$540K | 0.06% | 286 |
|
|
2022
Q4 | $556K | Buy |
24,220
+13,949
| +136% | +$320K | 0.03% | 458 |
|
|
2022
Q3 | $227K | Buy |
+10,271
| New | +$227K | 0.02% | 734 |
|
|
2022
Q1 | – | Sell |
-8,381
| Closed | -$227K | – | 833 |
|
|
2021
Q4 | $227K | Sell |
8,381
-1,034
| -11% | -$28K | 0.02% | 712 |
|
|
2021
Q3 | $253K | Buy |
+9,415
| New | +$253K | 0.02% | 653 |
|
|
2021
Q2 | – | Sell |
-14,782
| Closed | -$396K | – | 973 |
|
|
2021
Q1 | $396K | Buy |
14,782
+4,396
| +42% | +$118K | 0.03% | 537 |
|
|
2020
Q4 | $282K | Buy |
10,386
+156
| +2% | +$4.24K | 0.02% | 582 |
|
|
2020
Q3 | $272K | Buy |
+10,230
| New | +$272K | 0.03% | 508 |
|
|
2019
Q1 | – | Sell |
-11,856
| Closed | -$296K | – | 539 |
|
|
2018
Q4 | $296K | Buy |
11,856
+1,043
| +10% | +$26K | 0.06% | 334 |
|
|
2018
Q3 | $268K | Buy |
10,813
+3
| +0% | +$74 | 0.06% | 348 |
|
|
2018
Q2 | $272K | Sell |
10,810
-525
| -5% | -$13.2K | 0.07% | 326 |
|
|
2018
Q1 | $286K | Sell |
11,335
-717
| -6% | -$18.1K | 0.08% | 284 |
|
|
2017
Q4 | $311K | Buy |
12,052
+3,763
| +45% | +$97.1K | 0.08% | 279 |
|
|
2017
Q3 | $212K | Buy |
8,289
+1,400
| +20% | +$35.8K | 0.09% | 233 |
|
|
2017
Q2 | $10 | Sell |
6,889
-457
| -6% | -$1 | ﹤0.01% | 980 |
|
|
2017
Q1 | $184K | Sell |
7,346
-798
| -10% | -$20K | 0.12% | 191 |
|
|
2016
Q4 | $203K | Buy |
+8,144
| New | +$203K | 0.15% | 153 |
|