Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $11M | Buy |
410,152
+8,485
| +2% | +$228K | 0.74% | 19 |
|
|
2021
Q2 | $10.9M | Buy |
401,667
+18,913
| +5% | +$516K | 0.74% | 19 |
|
|
2021
Q1 | $10.2M | Buy |
382,754
+44,132
| +13% | +$1.18M | 0.75% | 19 |
|
|
2020
Q4 | $9.18M | Buy |
338,622
+17,584
| +5% | +$477K | 0.7% | 26 |
|
|
2020
Q3 | $8.57M | Buy |
321,038
+5,650
| +2% | +$151K | 0.75% | 18 |
|
|
2020
Q2 | $8.38M | Buy |
315,388
+46,946
| +17% | +$1.25M | 0.81% | 22 |
|
|
2020
Q1 | $6.93M | Buy |
268,442
+96,461
| +56% | +$2.49M | 0.8% | 21 |
|
|
2019
Q4 | $4.55M | Buy |
171,981
+146,951
| +587% | +$3.89M | 0.43% | 47 |
|
|
2019
Q3 | $664K | Sell |
25,030
-3,991
| -14% | -$106K | 0.07% | 289 |
|
|
2019
Q2 | $758K | Buy |
29,021
+10,791
| +59% | +$282K | 0.08% | 270 |
|
|
2019
Q1 | $468K | Buy |
18,230
+400
| +2% | +$10.3K | 0.05% | 381 |
|
|
2018
Q4 | $445K | Buy |
+17,830
| New | +$445K | 0.06% | 362 |
|