Intellectus 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
Q1 | – | Sell |
-9,754
| Closed | -$264K | – | 259 |
|
|
2021
Q4 | $264K | Hold |
9,754
| – | – | 0.07% | 231 |
|
|
2021
Q3 | $262K | Hold |
9,754
| – | – | 0.06% | 234 |
|
|
2021
Q2 | $266K | Hold |
9,754
| – | – | 0.06% | 243 |
|
|
2021
Q1 | $261K | Hold |
9,754
| – | – | 0.07% | 224 |
|
|
2020
Q4 | $264K | Buy |
9,754
+2,000
| +26% | +$54.1K | 0.08% | 204 |
|
|
2020
Q3 | $206K | Buy |
+7,754
| New | +$206K | 0.08% | 196 |
|