Lido 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
Q3 | – | Sell |
-9,982
| Closed | -$233K | – | 900 |
|
2022
Q2 | $233K | Buy |
9,982
+18
| +0.2% | +$420 | ﹤0.01% | 721 |
|
2022
Q1 | $248K | Sell |
9,964
-2,716
| -21% | -$67.6K | ﹤0.01% | 779 |
|
2021
Q4 | $343K | Buy |
12,680
+2,649
| +26% | +$71.7K | ﹤0.01% | 658 |
|
2021
Q3 | $269K | Buy |
10,031
+116
| +1% | +$3.11K | ﹤0.01% | 683 |
|
2021
Q2 | $270K | Buy |
9,915
+16
| +0.2% | +$436 | ﹤0.01% | 655 |
|
2021
Q1 | $265K | Buy |
9,899
+421
| +4% | +$11.3K | ﹤0.01% | 618 |
|
2020
Q4 | $256K | Sell |
9,478
-2,074
| -18% | -$56K | 0.01% | 597 |
|
2020
Q3 | $308K | Buy |
+11,552
| New | +$308K | 0.01% | 422 |
|