Morningstar Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-37,059
| Closed | -$981K | – | 225 |
|
|
2019
Q4 | $981K | Buy |
37,059
+3,637
| +11% | +$96.3K | 0.02% | 140 |
|
|
2019
Q3 | $887K | Buy |
33,422
+3,731
| +13% | +$99K | 0.02% | 134 |
|
|
2019
Q2 | $776K | Buy |
29,691
+1,383
| +5% | +$36.1K | 0.01% | 154 |
|
|
2019
Q1 | $726K | Buy |
28,308
+446
| +2% | +$11.4K | 0.01% | 150 |
|
|
2018
Q4 | $696K | Buy |
27,862
+893
| +3% | +$22.3K | 0.01% | 143 |
|
|
2018
Q3 | $669K | Buy |
26,969
+4,006
| +17% | +$99.4K | 0.01% | 147 |
|
|
2018
Q2 | $577K | Buy |
22,963
+3,704
| +19% | +$93.1K | 0.01% | 155 |
|
|
2018
Q1 | $484K | Buy |
19,259
+3,702
| +24% | +$93K | 0.01% | 159 |
|
|
2017
Q4 | $402K | Buy |
15,557
+5,788
| +59% | +$150K | 0.01% | 165 |
|
|
2017
Q3 | $249K | Buy |
+9,769
| New | +$249K | 0.01% | 185 |
|