MWM
Mascoma Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
12,160
-8,507
| -41% | -$190K | 0.06% | 74 |
|
|
2025
Q1 | $476K | Buy |
20,667
+20
| +0.1% | +$461 | 0.12% | 59 |
|
|
2024
Q4 | $487K | Sell |
20,647
-1,131
| -5% | -$26.7K | 0.12% | 56 |
|
|
2024
Q3 | $526K | Buy |
21,778
+19
| +0.1% | +$459 | 0.13% | 53 |
|
|
2024
Q2 | $515K | Sell |
21,759
-1,381
| -6% | -$32.7K | 0.14% | 51 |
|
|
2024
Q1 | $551K | Sell |
23,140
-10,998
| -32% | -$262K | 0.16% | 49 |
|
|
2023
Q4 | $825K | Sell |
34,138
-2,920
| -8% | -$70.6K | 0.25% | 42 |
|
|
2023
Q3 | $821K | Sell |
37,058
-1,114
| -3% | -$24.7K | 0.26% | 45 |
|
|
2023
Q2 | $891K | Buy |
38,172
+1,181
| +3% | +$27.6K | 0.27% | 45 |
|
|
2023
Q1 | $877K | Sell |
36,991
-4,623
| -11% | -$110K | 0.26% | 48 |
|
|
2022
Q4 | $955K | Sell |
41,614
-4,816
| -10% | -$110K | 0.3% | 47 |
|
|
2022
Q3 | $1.03M | Sell |
46,430
-11,467
| -20% | -$253K | 0.35% | 45 |
|
|
2022
Q2 | $1.36M | Buy |
57,897
+3,777
| +7% | +$88.5K | 0.46% | 42 |
|
|
2022
Q1 | $1.35M | Sell |
54,120
-537
| -1% | -$13.4K | 0.43% | 44 |
|
|
2021
Q4 | $1.48M | Buy |
54,657
+6,211
| +13% | +$168K | 0.51% | 42 |
|
|
2021
Q3 | $1.3M | Buy |
48,446
+3,175
| +7% | +$85.3K | 0.5% | 35 |
|
|
2021
Q2 | $1.23M | Buy |
45,271
+1,632
| +4% | +$44.5K | 0.53% | 35 |
|
|
2021
Q1 | $1.17M | Sell |
43,639
-944
| -2% | -$25.3K | 0.5% | 37 |
|
|
2020
Q4 | $1.21M | Buy |
+44,583
| New | +$1.21M | 0.6% | 32 |
|
|
2019
Q3 | $984K | Buy |
37,083
+13,982
| +61% | +$371K | 0.62% | 32 |
|
|
2019
Q2 | $604K | Buy |
23,101
+8,301
| +56% | +$217K | 0.38% | 41 |
|
|
2019
Q1 | $380K | Buy |
14,800
+10,800
| +270% | +$277K | 0.26% | 49 |
|
|
2018
Q4 | $100K | Hold |
4,000
| – | – | 0.08% | 101 |
|
|
2018
Q3 | $99K | Buy |
+4,000
| New | +$99K | 0.07% | 125 |
|