Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,550
| Closed | -$221K | – | 596 |
|
|
2020
Q1 | $221K | Buy |
8,550
+70
| +0.8% | +$1.81K | 0.03% | 410 |
|
|
2019
Q4 | $224K | Buy |
8,480
+30
| +0.4% | +$792 | 0.03% | 425 |
|
|
2019
Q3 | $224K | Buy |
+8,450
| New | +$224K | 0.04% | 389 |
|
|
2018
Q4 | – | Sell |
-8,881
| Closed | -$220K | – | 374 |
|
|
2018
Q3 | $220K | Sell |
8,881
-2,600
| -23% | -$64.4K | 0.04% | 324 |
|
|
2018
Q2 | $288K | Sell |
11,481
-300
| -3% | -$7.53K | 0.07% | 267 |
|
|
2018
Q1 | $296K | Buy |
11,781
+1,500
| +15% | +$37.7K | 0.07% | 258 |
|
|
2017
Q4 | $265K | Buy |
+10,281
| New | +$265K | 0.09% | 259 |
|