Melone Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,849
| Closed | -$529K | – | 52 |
|
|
2023
Q3 | $529K | Buy |
23,849
+178
| +0.8% | +$3.95K | 0.38% | 36 |
|
|
2023
Q2 | $559K | Buy |
23,671
+176
| +0.7% | +$4.15K | 0.39% | 37 |
|
|
2023
Q1 | $563K | Buy |
23,495
+3,355
| +17% | +$80.4K | 0.43% | 36 |
|
|
2022
Q4 | $462K | Buy |
20,140
+143
| +0.7% | +$3.28K | 0.39% | 39 |
|
|
2022
Q3 | $450K | Buy |
19,997
+132
| +0.7% | +$2.97K | 0.39% | 44 |
|
|
2022
Q2 | $471K | Buy |
19,865
+126
| +0.6% | +$2.99K | 0.4% | 44 |
|
|
2022
Q1 | $471K | Sell |
19,739
-4,467
| -18% | -$107K | 0.38% | 48 |
|
|
2021
Q4 | $656K | Buy |
+24,206
| New | +$656K | 0.49% | 46 |
|