Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,045
| Closed | -$299K | – | 477 |
|
|
2020
Q4 | $299K | Buy |
11,045
+19
| +0.2% | +$514 | 0.04% | 332 |
|
|
2020
Q3 | $294K | Buy |
11,026
+460
| +4% | +$12.3K | 0.05% | 306 |
|
|
2020
Q2 | $281K | Buy |
10,566
+18
| +0.2% | +$479 | 0.05% | 298 |
|
|
2020
Q1 | $272K | Sell |
10,548
-931
| -8% | -$24K | 0.06% | 289 |
|
|
2019
Q4 | $304K | Buy |
11,479
+649
| +6% | +$17.2K | 0.05% | 329 |
|
|
2019
Q3 | $287K | Buy |
10,830
+822
| +8% | +$21.8K | 0.05% | 350 |
|
|
2019
Q2 | $261K | Buy |
10,008
+381
| +4% | +$9.94K | 0.06% | 321 |
|
|
2019
Q1 | $247K | Buy |
+9,627
| New | +$247K | 0.06% | 323 |
|
|
2018
Q4 | – | Sell |
-4,626
| Closed | -$114K | – | 391 |
|
|
2018
Q3 | $114K | Sell |
4,626
-3,561
| -43% | -$87.8K | 0.03% | 384 |
|
|
2018
Q2 | $205K | Buy |
+8,187
| New | +$205K | 0.05% | 353 |
|