Parcion Private 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.7M | Sell |
76,130
-909,085
| -92% | -$20.4M | 0.12% | 99 |
|
2025
Q1 | $22.7M | Buy |
985,215
+119,852
| +14% | +$2.76M | 1.85% | 14 |
|
2024
Q4 | $20.4M | Buy |
865,363
+41,113
| +5% | +$971K | 1.56% | 16 |
|
2024
Q3 | $19.9M | Buy |
824,250
+154,400
| +23% | +$3.73M | 1.66% | 12 |
|
2024
Q2 | $15.9M | Buy |
669,850
+181,195
| +37% | +$4.29M | 1.45% | 16 |
|
2024
Q1 | $11.6M | Buy |
488,655
+157,243
| +47% | +$3.75M | 1.03% | 19 |
|
2023
Q4 | $8.01M | Sell |
331,412
-95,798
| -22% | -$2.32M | 0.73% | 25 |
|
2023
Q3 | $9.47M | Sell |
427,210
-8,873
| -2% | -$197K | 0.98% | 24 |
|
2023
Q2 | $10.3M | Buy |
436,083
+139,486
| +47% | +$3.29M | 1.04% | 23 |
|
2023
Q1 | $7.02M | Buy |
+296,597
| New | +$7.02M | 0.73% | 27 |
|