Leeward Financial Partners’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 | $1.57M | Buy |
70,233
+5,692
| +9% | +$127K | 0.5% | 49 |
|
|
2025
Q1 | $1.49M | Buy |
64,541
+2,819
| +5% | +$65K | 0.56% | 47 |
|
|
2024
Q4 | $1.46M | Buy |
61,722
+3,545
| +6% | +$83.7K | 0.52% | 46 |
|
|
2024
Q3 | $1.4M | Buy |
58,177
+1,806
| +3% | +$43.6K | 0.53% | 48 |
|
|
2024
Q2 | $1.33M | Buy |
56,371
+1,512
| +3% | +$35.8K | 0.54% | 47 |
|
|
2024
Q1 | $1.31M | Buy |
54,859
+8,623
| +19% | +$205K | 0.55% | 47 |
|
|
2023
Q4 | $1.12M | Buy |
46,236
+5,338
| +13% | +$129K | 0.54% | 48 |
|
|
2023
Q3 | $906K | Buy |
40,898
+5,736
| +16% | +$127K | 0.5% | 51 |
|
|
2023
Q2 | $830K | Buy |
+35,162
| New | +$830K | 0.48% | 52 |
|