NewSquare Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.6K | Sell |
2,753
-247
| -8% | -$5.53K | ﹤0.01% | 255 |
|
|
2025
Q1 | $69.1K | Sell |
3,000
-14,199
| -83% | -$327K | 0.01% | 205 |
|
|
2024
Q4 | $406K | Sell |
17,199
-640
| -4% | -$15.1K | 0.03% | 155 |
|
|
2024
Q3 | $431K | Sell |
17,839
-1,285
| -7% | -$31K | 0.03% | 151 |
|
|
2024
Q2 | $453K | Sell |
19,124
-3,495
| -15% | -$82.8K | 0.04% | 143 |
|
|
2024
Q1 | $539K | Sell |
22,619
-1,725
| -7% | -$41.1K | 0.05% | 141 |
|
|
2023
Q4 | $589K | Sell |
24,344
-6,395
| -21% | -$155K | 0.06% | 136 |
|
|
2023
Q3 | $681K | Sell |
30,739
-798
| -3% | -$17.7K | 0.07% | 131 |
|
|
2023
Q2 | $744K | Sell |
31,537
-2,223
| -7% | -$52.5K | 0.08% | 127 |
|
|
2023
Q1 | $799K | Sell |
33,760
-3,189
| -9% | -$75.5K | 0.09% | 123 |
|
|
2022
Q4 | $848K | Sell |
36,949
-7,105
| -16% | -$163K | 0.11% | 118 |
|
|
2022
Q3 | $973K | Sell |
44,054
-32,190
| -42% | -$711K | 0.12% | 117 |
|
|
2022
Q2 | $1.79M | Sell |
76,244
-20,648
| -21% | -$484K | 0.23% | 103 |
|
|
2022
Q1 | $2.42M | Sell |
96,892
-3,488
| -3% | -$87K | 0.26% | 102 |
|
|
2021
Q4 | $2.72M | Buy |
100,380
+4,769
| +5% | +$129K | 0.29% | 93 |
|
|
2021
Q3 | $2.57M | Buy |
95,611
+7,203
| +8% | +$193K | 0.3% | 95 |
|
|
2021
Q2 | $2.41M | Buy |
88,408
+7,523
| +9% | +$205K | 0.29% | 96 |
|
|
2021
Q1 | $2.16M | Buy |
80,885
+4,531
| +6% | +$121K | 0.28% | 95 |
|
|
2020
Q4 | $2.07M | Buy |
76,354
+17,854
| +31% | +$484K | 0.29% | 98 |
|
|
2020
Q3 | $1.56M | Buy |
58,500
+23,485
| +67% | +$625K | 0.25% | 95 |
|
|
2020
Q2 | $930K | Sell |
35,015
-2,573
| -7% | -$68.3K | 0.16% | 108 |
|
|
2020
Q1 | $970K | Buy |
37,588
+8,558
| +29% | +$221K | 0.18% | 98 |
|
|
2019
Q4 | $768K | Buy |
29,030
+7,325
| +34% | +$194K | 0.13% | 88 |
|
|
2019
Q3 | $576K | Sell |
21,705
-2,158
| -9% | -$57.3K | 0.1% | 93 |
|
|
2019
Q2 | $624K | Sell |
23,863
-575
| -2% | -$15K | 0.11% | 82 |
|
|
2019
Q1 | $627K | Sell |
24,438
-550
| -2% | -$14.1K | 0.12% | 81 |
|
|
2018
Q4 | $624K | Sell |
24,988
-3,323
| -12% | -$83K | 0.13% | 82 |
|
|
2018
Q3 | $702K | Buy |
28,311
+430
| +2% | +$10.7K | 0.13% | 82 |
|
|
2018
Q2 | $704K | Sell |
27,881
-3,337
| -11% | -$84.3K | 0.14% | 83 |
|
|
2018
Q1 | $785K | Sell |
31,218
-1,807
| -5% | -$45.4K | 0.17% | 82 |
|
|
2017
Q4 | $852K | Sell |
33,025
-28,993
| -47% | -$748K | 0.19% | 80 |
|
|
2017
Q3 | $1.03M | Buy |
62,018
+23,059
| +59% | +$382K | 0.25% | 64 |
|
|
2017
Q2 | $991K | Sell |
38,959
-11,982
| -24% | -$305K | 0.24% | 65 |
|
|
2017
Q1 | $1.28M | Sell |
50,941
-2,467
| -5% | -$61.7K | 0.3% | 48 |
|
|
2016
Q4 | $1.33M | Sell |
53,408
-4,431
| -8% | -$110K | 0.33% | 50 |
|
|
2016
Q3 | $1.51M | Sell |
57,839
-66
| -0.1% | -$1.72K | 0.35% | 48 |
|
|
2016
Q2 | $1.54M | Buy |
57,905
+13,834
| +31% | +$367K | 0.37% | 41 |
|
|
2016
Q1 | $1.13M | Buy |
44,071
+2,431
| +6% | +$62.6K | 0.32% | 47 |
|
|
2015
Q4 | $1.06M | Buy |
41,640
+2,406
| +6% | +$61.3K | 0.3% | 42 |
|
|
2015
Q3 | $982K | Buy |
39,234
+3,977
| +11% | +$99.5K | 0.29% | 45 |
|
|
2015
Q2 | $872K | Buy |
35,257
+3,750
| +12% | +$92.7K | 0.26% | 55 |
|
|
2015
Q1 | $804K | Buy |
31,507
+1,441
| +5% | +$36.8K | 0.25% | 52 |
|
|
2014
Q4 | $764K | Buy |
30,066
+10,708
| +55% | +$272K | 0.26% | 58 |
|
|
2014
Q3 | $486K | Buy |
19,358
+4,073
| +27% | +$102K | 0.17% | 94 |
|
|
2014
Q2 | $377K | Buy |
15,285
+3,671
| +32% | +$90.5K | 0.14% | 100 |
|
|
2014
Q1 | $280K | Sell |
11,614
-555
| -5% | -$13.4K | 0.11% | 98 |
|
|
2013
Q4 | $279K | Sell |
12,169
-1,660
| -12% | -$38.1K | 0.14% | 78 |
|
|
2013
Q3 | $319K | Sell |
13,829
-1,394
| -9% | -$32.2K | 0.15% | 76 |
|
|
2013
Q2 | $364K | Buy |
+15,223
| New | +$364K | 0.18% | 68 |
|