Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,186
| Closed | -$463K | – | 691 |
|
|
2024
Q3 | $463K | Buy |
+19,186
| New | +$463K | 0.01% | 424 |
|
|
2019
Q2 | – | Sell |
-11,224
| Closed | -$288K | – | 273 |
|
|
2019
Q1 | $288K | Sell |
11,224
-137
| -1% | -$3.52K | 0.03% | 178 |
|
|
2018
Q4 | $283K | Buy |
11,361
+3,151
| +38% | +$78.5K | 0.03% | 178 |
|
|
2018
Q3 | $204K | Buy |
+8,210
| New | +$204K | 0.02% | 220 |
|