JIP
Jaffetilchin Investment Partners’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 |
-8,506
| Closed | -$231K | – | 367 |
|
|
2021
Q4 | $231K | Buy |
8,506
+9
| +0.1% | +$244 | 0.02% | 310 |
|
|
2021
Q3 | $228K | Sell |
8,497
-8,460
| -50% | -$227K | 0.02% | 321 |
|
|
2021
Q2 | $461K | Buy |
16,957
+8,479
| +100% | +$231K | 0.03% | 272 |
|
|
2021
Q1 | $227K | Buy |
8,478
+9
| +0.1% | +$241 | 0.03% | 319 |
|
|
2020
Q4 | $230K | Sell |
8,469
-27
| -0.3% | -$733 | 0.03% | 250 |
|
|
2020
Q3 | $226K | Buy |
8,496
+9
| +0.1% | +$239 | 0.04% | 206 |
|
|
2020
Q2 | $225K | Sell |
8,487
-38,272
| -82% | -$1.01M | 0.05% | 190 |
|
|
2020
Q1 | $1.21M | Buy |
46,759
+11,353
| +32% | +$293K | 0.43% | 36 |
|
|
2019
Q4 | $937K | Sell |
35,406
-4,011
| -10% | -$106K | 0.2% | 72 |
|
|
2019
Q3 | $1.05M | Buy |
39,417
+9,878
| +33% | +$262K | 0.25% | 61 |
|
|
2019
Q2 | $772K | Buy |
29,539
+9,277
| +46% | +$242K | 0.18% | 87 |
|
|
2019
Q1 | $520K | Buy |
+20,262
| New | +$520K | 0.12% | 153 |
|