LGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,536
| Closed | -$36.3K | – | 623 |
|
|
2024
Q4 | $36.3K | Buy |
1,536
+12
| +0.8% | +$283 | 0.08% | 198 |
|
|
2024
Q3 | $36.8K | Buy |
1,524
+12
| +0.8% | +$290 | 0.09% | 171 |
|
|
2024
Q2 | $35.8K | Buy |
1,512
+13
| +0.9% | +$308 | 0.08% | 200 |
|
|
2024
Q1 | $35.7K | Buy |
1,499
+11
| +0.7% | +$262 | 0.04% | 268 |
|
|
2023
Q4 | $36K | Buy |
1,488
+12
| +0.8% | +$290 | 0.04% | 247 |
|
|
2023
Q3 | $32.7K | Buy |
+1,476
| New | +$32.7K | 0.04% | 262 |
|
|
2023
Q1 | – | Sell |
-1,443
| Closed | -$33.1K | – | 167 |
|
|
2022
Q4 | $33.1K | Buy |
+1,443
| New | +$33.1K | 0.04% | 144 |
|