Mascoma Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $487K | Sell |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $551K | Sell |
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|
2023
Q4 | $825K | Sell |
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|
2023
Q3 | $821K | Sell |
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|
2023
Q2 | $891K | Buy |
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|
2023
Q1 | $877K | Sell |
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|
2022
Q4 | $955K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.21M | Buy |
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|
2019
Q3 | $984K | Buy |
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|
2019
Q2 | $604K | Buy |
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|
2019
Q1 | $380K | Buy |
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|
2018
Q4 | $100K | Hold |
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|
2018
Q3 | $99K | Buy |
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