JNBA Financial Advisors’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 |
-839
| Closed | -$23K | – | 812 |
|
|
2021
Q4 | $23K | Buy |
+839
| New | +$23K | ﹤0.01% | 396 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$5K | – | 457 |
|
|
2017
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 400 |
|
|
2016
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 411 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$5K | – | 1651 |
|
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 407 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 417 |
|
|
2015
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 408 |
|
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2015
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2015
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2014
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 421 |
|
|
2014
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 443 |
|
|
2014
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 407 |
|