MPWT
MassMutual Private Wealth & Trust’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 | $1.63K | Sell |
73
-12,346
| -99% | -$276K | ﹤0.01% | 2012 |
|
2025
Q1 | $286K | Buy |
12,419
+402
| +3% | +$9.26K | 0.01% | 384 |
|
2024
Q4 | $284K | Buy |
12,017
+2,238
| +23% | +$52.8K | 0.01% | 397 |
|
2024
Q3 | $236K | Sell |
9,779
-164
| -2% | -$3.96K | 0.01% | 381 |
|
2024
Q2 | $235K | Sell |
9,943
-5,007
| -33% | -$119K | 0.01% | 381 |
|
2024
Q1 | $356K | Sell |
14,950
-1,192
| -7% | -$28.4K | 0.01% | 325 |
|
2023
Q4 | $390K | Buy |
16,142
+5,589
| +53% | +$135K | 0.01% | 310 |
|
2023
Q3 | $234K | Sell |
10,553
-9,410
| -47% | -$209K | 0.01% | 354 |
|
2023
Q2 | $471K | Buy |
19,963
+9,824
| +97% | +$232K | 0.02% | 284 |
|
2023
Q1 | $240K | Sell |
10,139
-10,762
| -51% | -$255K | 0.01% | 338 |
|
2022
Q4 | $479K | Sell |
20,901
-527
| -2% | -$12.1K | 0.02% | 279 |
|
2022
Q3 | $473K | Sell |
21,428
-13,681
| -39% | -$302K | 0.02% | 269 |
|
2022
Q2 | $823K | Sell |
35,109
-20,623
| -37% | -$483K | 0.04% | 234 |
|
2022
Q1 | $1.39M | Buy |
55,732
+156
| +0.3% | +$3.89K | 0.05% | 209 |
|
2021
Q4 | $1.51M | Buy |
55,576
+46,083
| +485% | +$1.25M | 0.06% | 213 |
|
2021
Q3 | $255K | Buy |
9,493
+601
| +7% | +$16.1K | 0.01% | 328 |
|
2021
Q2 | $242K | Sell |
8,892
-43
| -0.5% | -$1.17K | 0.01% | 332 |
|
2021
Q1 | $239K | Buy |
+8,935
| New | +$239K | 0.01% | 328 |
|
2018
Q4 | – | Sell |
-26,929
| Closed | -$668K | – | 1041 |
|
2018
Q3 | $668K | Sell |
26,929
-73,655
| -73% | -$1.83M | 0.05% | 229 |
|
2018
Q2 | $2.53M | Buy |
100,584
+234
| +0.2% | +$5.88K | 0.2% | 122 |
|
2018
Q1 | $2.52M | Sell |
100,350
-3,946
| -4% | -$99.2K | 0.21% | 114 |
|
2017
Q4 | $2.69M | Buy |
+104,296
| New | +$2.69M | 0.22% | 113 |
|
2014
Q3 | – | Hold |
0
| – | – | – | 855 |
|
2014
Q2 | – | Hold |
0
| – | – | – | 649 |
|