Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,607
| Closed | -$278K | – | 441 |
|
|
2022
Q3 | $278K | Buy |
12,607
+700
| +6% | +$15.4K | 0.07% | 315 |
|
|
2022
Q2 | $279K | Buy |
11,907
+1,360
| +13% | +$31.9K | 0.06% | 318 |
|
|
2022
Q1 | $263K | Hold |
10,547
| – | – | 0.05% | 359 |
|
|
2021
Q4 | $286K | Hold |
10,547
| – | – | 0.05% | 365 |
|
|
2021
Q3 | $283K | Buy |
10,547
+41
| +0.4% | +$1.1K | 0.05% | 354 |
|
|
2021
Q2 | $286K | Buy |
10,506
+459
| +5% | +$12.5K | 0.05% | 346 |
|
|
2021
Q1 | $269K | Buy |
10,047
+710
| +8% | +$19K | 0.06% | 321 |
|
|
2020
Q4 | $253K | Buy |
9,337
+797
| +9% | +$21.6K | 0.06% | 295 |
|
|
2020
Q3 | $227K | Buy |
8,540
+165
| +2% | +$4.39K | 0.07% | 244 |
|
|
2020
Q2 | $222K | Buy |
8,375
+55
| +0.7% | +$1.46K | 0.08% | 221 |
|
|
2020
Q1 | $215K | Buy |
8,320
+150
| +2% | +$3.88K | 0.1% | 198 |
|
|
2019
Q4 | $216K | Buy |
8,170
+170
| +2% | +$4.49K | 0.08% | 208 |
|
|
2019
Q3 | $212K | Sell |
8,000
-211
| -3% | -$5.59K | 0.1% | 198 |
|
|
2019
Q2 | $215K | Buy |
8,211
+276
| +3% | +$7.23K | 0.09% | 184 |
|
|
2019
Q1 | $204K | Buy |
7,935
+387
| +5% | +$9.95K | 0.1% | 163 |
|
|
2018
Q4 | $189K | Buy |
7,548
+433
| +6% | +$10.8K | 0.12% | 133 |
|
|
2018
Q3 | $176K | Buy |
+7,115
| New | +$176K | 0.11% | 134 |
|
|
2018
Q2 | – | Sell |
-6,910
| Closed | -$174K | – | 847 |
|
|
2018
Q1 | $174K | Buy |
6,910
+826
| +14% | +$20.8K | 0.13% | 150 |
|
|
2017
Q4 | $157K | Buy |
6,084
+26
| +0.4% | +$671 | 0.12% | 150 |
|
|
2017
Q3 | $155K | Buy |
6,058
+2,507
| +71% | +$64.1K | 0.14% | 131 |
|
|
2017
Q2 | $90K | Buy |
3,551
+5
| +0.1% | +$127 | 0.09% | 168 |
|
|
2017
Q1 | $89K | Buy |
3,546
+5
| +0.1% | +$125 | 0.09% | 159 |
|
|
2016
Q4 | $89K | Buy |
+3,541
| New | +$89K | 0.12% | 151 |
|