Moseley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,169
| Closed | -$204K | – | 163 |
|
|
2022
Q1 | $204K | Sell |
8,169
-1,303
| -14% | -$32.5K | 0.11% | 158 |
|
|
2021
Q4 | $257K | Sell |
9,472
-384
| -4% | -$10.4K | 0.12% | 160 |
|
|
2021
Q3 | $265K | Sell |
9,856
-814
| -8% | -$21.9K | 0.13% | 148 |
|
|
2021
Q2 | $291K | Buy |
+10,670
| New | +$291K | 0.14% | 140 |
|
|
2021
Q1 | – | Sell |
-16,795
| Closed | -$617K | – | 164 |
|
|
2020
Q4 | $617K | Buy |
16,795
+3,089
| +23% | +$113K | 0.36% | 76 |
|
|
2020
Q3 | $365K | Buy |
13,706
+6
| +0% | +$160 | 0.26% | 93 |
|
|
2020
Q2 | $364K | Sell |
13,700
-1,093
| -7% | -$29K | 0.3% | 83 |
|
|
2020
Q1 | $382K | Sell |
14,793
-2,334
| -14% | -$60.3K | 0.45% | 64 |
|
|
2019
Q4 | $453K | Sell |
17,127
-2,747
| -14% | -$72.7K | 0.45% | 66 |
|
|
2019
Q3 | $527K | Buy |
19,874
+1,200
| +6% | +$31.8K | 0.55% | 54 |
|
|
2019
Q2 | $488K | Buy |
18,674
+993
| +6% | +$26K | 0.45% | 61 |
|
|
2019
Q1 | $454K | Buy |
+17,681
| New | +$454K | 0.47% | 62 |
|