James J. Burns & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
9,380
-971
| -9% | -$21.7K | 0.03% | 150 |
|
|
2025
Q1 | $238K | Sell |
10,351
-2,079
| -17% | -$47.9K | 0.04% | 132 |
|
|
2024
Q4 | $293K | Buy |
12,430
+99
| +0.8% | +$2.33K | 0.05% | 119 |
|
|
2024
Q3 | $298K | Sell |
12,331
-4,789
| -28% | -$116K | 0.05% | 112 |
|
|
2024
Q2 | $405K | Buy |
17,120
+72
| +0.4% | +$1.7K | 0.08% | 85 |
|
|
2024
Q1 | $403K | Sell |
17,048
-7,525
| -31% | -$178K | 0.14% | 61 |
|
|
2023
Q4 | $594K | Sell |
24,573
-5,497
| -18% | -$133K | 0.14% | 67 |
|
|
2023
Q3 | $666K | Sell |
30,070
-25,146
| -46% | -$557K | 0.18% | 60 |
|
|
2023
Q2 | $1.3M | Buy |
55,216
+241
| +0.4% | +$5.69K | 0.33% | 48 |
|
|
2023
Q1 | $1.3M | Buy |
54,975
+7,513
| +16% | +$178K | 0.34% | 50 |
|
|
2022
Q4 | $1.09M | Buy |
47,462
+348
| +0.7% | +$7.99K | 0.45% | 42 |
|
|
2022
Q3 | $1.04M | Buy |
+47,114
| New | +$1.04M | 0.46% | 45 |
|