Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,550
| Closed | -$243K | – | 678 |
|
|
2025
Q1 | $243K | Hold |
10,550
| – | – | 0.01% | 560 |
|
|
2024
Q4 | $249K | Hold |
10,550
| – | – | 0.01% | 558 |
|
|
2024
Q3 | $255K | Buy |
10,550
+1,250
| +13% | +$30.2K | 0.01% | 562 |
|
|
2024
Q2 | $220K | Buy |
+9,300
| New | +$220K | 0.03% | 268 |
|
|
2024
Q1 | – | Sell |
-9,300
| Closed | -$225K | – | 423 |
|
|
2023
Q4 | $225K | Hold |
9,300
| – | – | 0.01% | 547 |
|
|
2023
Q3 | $206K | Hold |
9,300
| – | – | 0.01% | 507 |
|
|
2023
Q2 | $219K | Hold |
9,300
| – | – | 0.02% | 500 |
|
|
2023
Q1 | $220K | Buy |
+9,300
| New | +$220K | 0.02% | 493 |
|
|
2022
Q4 | – | Sell |
-9,105
| Closed | -$201K | – | 540 |
|
|
2022
Q3 | $201K | Hold |
9,105
| – | – | 0.02% | 455 |
|
|
2022
Q2 | $213K | Sell |
9,105
-464
| -5% | -$10.9K | 0.02% | 503 |
|
|
2022
Q1 | $239K | Buy |
9,569
+3
| +0% | +$75 | 0.03% | 348 |
|
|
2021
Q4 | $259K | Buy |
9,566
+2
| +0% | +$54 | 0.03% | 345 |
|
|
2021
Q3 | $257K | Buy |
9,564
+3
| +0% | +$81 | 0.03% | 330 |
|
|
2021
Q2 | $261K | Buy |
9,561
+3
| +0% | +$82 | 0.03% | 326 |
|
|
2021
Q1 | $256K | Buy |
9,558
+2
| +0% | +$54 | 0.04% | 300 |
|
|
2020
Q4 | $259K | Buy |
9,556
+1,503
| +19% | +$40.7K | 0.04% | 275 |
|
|
2020
Q3 | $214K | Buy |
+8,053
| New | +$214K | 0.05% | 228 |
|
|
2019
Q4 | – | Sell |
-11,341
| Closed | -$301K | – | 210 |
|
|
2019
Q3 | $301K | Buy |
11,341
+3
| +0% | +$80 | 0.14% | 149 |
|
|
2019
Q2 | $2.96K | Buy |
11,338
+3
| +0% | +$1 | 0.12% | 147 |
|
|
2019
Q1 | $291K | Buy |
11,335
+81
| +0.7% | +$2.08K | 0.13% | 146 |
|
|
2018
Q4 | $281K | Buy |
+11,254
| New | +$281K | 0.17% | 119 |
|