Northeast 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
77,662
+15,662
| +25% | +$351K | 0.51% | 35 |
|
|
2025
Q1 | $1.43M | Buy |
62,000
+10,677
| +21% | +$246K | 0.5% | 31 |
|
|
2024
Q4 | $1.21M | Buy |
51,323
+2,424
| +5% | +$57.2K | 0.44% | 34 |
|
|
2024
Q3 | $1.18M | Buy |
48,899
+11,266
| +30% | +$272K | 0.44% | 34 |
|
|
2024
Q2 | $891K | Buy |
37,633
+6,573
| +21% | +$156K | 0.38% | 40 |
|
|
2024
Q1 | $740K | Buy |
31,060
+1,769
| +6% | +$42.2K | 0.33% | 44 |
|
|
2023
Q4 | $708K | Buy |
29,291
+8,301
| +40% | +$201K | 0.35% | 44 |
|
|
2023
Q3 | $465K | Buy |
+20,990
| New | +$465K | 0.29% | 43 |
|