PFW Advisors’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 | $425K | Sell |
18,968
-17,376
| -48% | -$389K | 0.13% | 92 |
|
|
2025
Q1 | $837K | Hold |
36,344
| – | – | 0.26% | 71 |
|
|
2024
Q4 | $858K | Buy |
+36,344
| New | +$858K | 0.26% | 69 |
|
|
2024
Q2 | $886K | Buy |
37,422
+975
| +3% | +$23.1K | 0.28% | 66 |
|
|
2024
Q1 | $869K | Sell |
36,447
-1,069
| -3% | -$25.5K | 0.27% | 70 |
|
|
2023
Q4 | $907K | Hold |
37,516
| – | – | 0.29% | 66 |
|
|
2023
Q3 | $831K | Hold |
37,516
| – | – | 0.29% | 66 |
|
|
2023
Q2 | $873K | Buy |
+37,516
| New | +$873K | 0.29% | 65 |
|
|
2019
Q3 | $893K | Buy |
+36,979
| New | +$893K | 0.27% | 70 |
|