IWS
Insight Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,135
| Closed | -$221K | – | 169 |
|
|
2021
Q4 | $221K | Sell |
8,135
-1,057
| -11% | -$28.7K | 0.03% | 144 |
|
|
2021
Q3 | $247K | Sell |
9,192
-200
| -2% | -$5.37K | 0.03% | 170 |
|
|
2021
Q2 | $256K | Sell |
9,392
-3,926
| -29% | -$107K | 0.04% | 167 |
|
|
2021
Q1 | $356K | Sell |
13,318
-332
| -2% | -$8.88K | 0.05% | 164 |
|
|
2020
Q4 | $370K | Buy |
13,650
+905
| +7% | +$24.5K | 0.06% | 138 |
|
|
2020
Q3 | $339K | Sell |
12,745
-2,059
| -14% | -$54.8K | 0.06% | 132 |
|
|
2020
Q2 | $393K | Sell |
14,804
-10,518
| -42% | -$279K | 0.09% | 103 |
|
|
2020
Q1 | $653K | Sell |
25,322
-917,425
| -97% | -$23.7M | 0.17% | 57 |
|
|
2019
Q4 | $24.9M | Buy |
942,747
+9,309
| +1% | +$246K | 5.28% | 4 |
|
|
2019
Q3 | $24.8M | Buy |
933,438
+74,499
| +9% | +$1.98M | 5.82% | 3 |
|
|
2019
Q2 | $22.4M | Buy |
858,939
+115,783
| +16% | +$3.03M | 5.49% | 4 |
|
|
2019
Q1 | $19.1M | Buy |
+743,156
| New | +$19.1M | 5.33% | 5 |
|