Parkside Financial Bank & Trust’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 | $111K | Hold |
4,949
| – | – | 0.01% | 616 |
|
|
2025
Q1 | $114K | Sell |
4,949
-4,949
| -50% | -$114K | 0.01% | 533 |
|
|
2024
Q4 | $234K | Buy |
9,898
+4,949
| +100% | +$117K | 0.03% | 353 |
|
|
2024
Q3 | $120K | Sell |
4,949
-346
| -7% | -$8.36K | 0.02% | 496 |
|
|
2024
Q2 | $125K | Buy |
5,295
+1,795
| +51% | +$42.5K | 0.02% | 458 |
|
|
2024
Q1 | $83.4K | Hold |
3,500
| – | – | 0.01% | 580 |
|
|
2023
Q4 | $84.6K | Buy |
+3,500
| New | +$84.6K | 0.02% | 529 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$11.8K | – | 2083 |
|
|
2023
Q1 | $11.8K | Buy |
+500
| New | +$11.8K | ﹤0.01% | 1050 |
|
|
2021
Q1 | – | Sell |
-940
| Closed | -$25K | – | 1709 |
|
|
2020
Q4 | $25K | Hold |
940
| – | – | 0.01% | 652 |
|
|
2020
Q3 | $25K | Sell |
940
-2,394
| -72% | -$63.7K | 0.01% | 590 |
|
|
2020
Q2 | $89K | Buy |
3,334
+940
| +39% | +$25.1K | 0.03% | 322 |
|
|
2020
Q1 | $62K | Hold |
2,394
| – | – | 0.02% | 339 |
|
|
2019
Q4 | $63K | Hold |
2,394
| – | – | 0.02% | 387 |
|
|
2019
Q3 | $64K | Hold |
2,394
| – | – | 0.02% | 360 |
|
|
2019
Q2 | $63K | Hold |
2,394
| – | – | 0.02% | 354 |
|
|
2019
Q1 | $61K | Hold |
2,394
| – | – | 0.02% | 341 |
|
|
2018
Q4 | $60K | Hold |
2,394
| – | – | 0.02% | 323 |
|
|
2018
Q3 | $59K | Hold |
2,394
| – | – | 0.02% | 340 |
|
|
2018
Q2 | $60K | Hold |
2,394
| – | – | 0.02% | 321 |
|
|
2018
Q1 | $60K | Hold |
2,394
| – | – | 0.02% | 310 |
|
|
2017
Q4 | $62K | Hold |
2,394
| – | – | 0.02% | 314 |
|
|
2017
Q3 | $61K | Hold |
2,394
| – | – | 0.02% | 302 |
|
|
2017
Q2 | $61K | Hold |
2,394
| – | – | 0.03% | 285 |
|
|
2017
Q1 | $60K | Hold |
2,394
| – | – | 0.03% | 298 |
|
|
2016
Q4 | $60K | Hold |
2,394
| – | – | 0.03% | 301 |
|
|
2016
Q3 | $62K | Hold |
2,394
| – | – | 0.03% | 315 |
|
|
2016
Q2 | $64K | Hold |
2,394
| – | – | 0.03% | 291 |
|
|
2016
Q1 | $62K | Hold |
2,394
| – | – | 0.03% | 283 |
|
|
2015
Q4 | $61K | Hold |
2,394
| – | – | 0.03% | 292 |
|
|
2015
Q3 | $60K | Buy |
+2,394
| New | +$60K | 0.03% | 276 |
|