Mosaic Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,714
| Closed | -$70K | – | 505 |
|
|
2019
Q1 | $70K | Hold |
2,714
| – | – | 0.03% | 276 |
|
|
2018
Q4 | $68K | Hold |
2,714
| – | – | 0.03% | 274 |
|
|
2018
Q3 | $67K | Sell |
2,714
-7,022
| -72% | -$173K | 0.03% | 280 |
|
|
2018
Q2 | $245K | Buy |
9,736
+799
| +9% | +$20.1K | 0.09% | 146 |
|
|
2018
Q1 | $225K | Buy |
8,937
+556
| +7% | +$14K | 0.08% | 149 |
|
|
2017
Q4 | $216K | Buy |
+8,381
| New | +$216K | 0.08% | 159 |
|