Pinnacle Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,310
| Closed | -$266K | – | 201 |
|
|
2017
Q4 | $266K | Sell |
10,310
-125
| -1% | -$3.23K | 0.02% | 179 |
|
|
2017
Q3 | $267K | Sell |
10,435
-3,309
| -24% | -$84.7K | 0.02% | 169 |
|
|
2017
Q2 | $350K | Sell |
13,744
-1,993
| -13% | -$50.8K | 0.02% | 139 |
|
|
2017
Q1 | $394K | Hold |
15,737
| – | – | 0.03% | 135 |
|
|
2016
Q4 | $392K | Buy |
+15,737
| New | +$392K | 0.03% | 125 |
|
|
2016
Q3 | – | Sell |
-23,663
| Closed | -$628K | – | 142 |
|
|
2016
Q2 | $628K | Sell |
23,663
-5,328
| -18% | -$141K | 0.05% | 61 |
|
|
2016
Q1 | $746K | Sell |
28,991
-121
| -0.4% | -$3.11K | 0.07% | 45 |
|
|
2015
Q4 | $741K | Hold |
29,112
| – | – | 0.07% | 47 |
|
|
2015
Q3 | $728K | Buy |
29,112
+3,047
| +12% | +$76.2K | 0.08% | 41 |
|
|
2015
Q2 | $644K | Sell |
26,065
-1,145
| -4% | -$28.3K | 0.06% | 48 |
|
|
2015
Q1 | $694K | Hold |
27,210
| – | – | 0.06% | 66 |
|
|
2014
Q4 | $691K | Buy |
27,210
+375
| +1% | +$9.52K | 0.06% | 65 |
|
|
2014
Q3 | $674K | Hold |
26,835
| – | – | 0.09% | 47 |
|
|
2014
Q2 | $662K | Sell |
26,835
-1,165
| -4% | -$28.7K | 0.08% | 52 |
|
|
2014
Q1 | $676K | Buy |
+28,000
| New | +$676K | 0.07% | 49 |
|