Nations Financial Group’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 |
-10,922
| Closed | -$264K | – | 703 |
|
|
2024
Q3 | $264K | Hold |
10,922
| – | – | 0.02% | 587 |
|
|
2024
Q2 | $259K | Hold |
10,922
| – | – | 0.02% | 560 |
|
|
2024
Q1 | $260K | Sell |
10,922
-795
| -7% | -$18.9K | 0.02% | 553 |
|
|
2023
Q4 | $283K | Hold |
11,717
| – | – | 0.03% | 529 |
|
|
2023
Q3 | $260K | Buy |
11,717
+127
| +1% | +$2.81K | 0.03% | 520 |
|
|
2023
Q2 | $274K | Hold |
11,590
| – | – | 0.03% | 528 |
|
|
2023
Q1 | $274K | Hold |
11,590
| – | – | 0.03% | 510 |
|
|
2022
Q4 | $266K | Hold |
11,590
| – | – | 0.03% | 494 |
|
|
2022
Q3 | $256K | Buy |
+11,590
| New | +$256K | 0.04% | 429 |
|
|
2022
Q1 | – | Sell |
-7,990
| Closed | -$217K | – | 557 |
|
|
2021
Q4 | $217K | Hold |
7,990
| – | – | 0.03% | 451 |
|
|
2021
Q3 | $215K | Buy |
+7,990
| New | +$215K | 0.03% | 414 |
|