PS
Planned Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-101
| Closed | -$2.44K | – | 505 |
|
|
2024
Q3 | $2.44K | Buy |
+101
| New | +$2.44K | ﹤0.01% | 539 |
|
|
2024
Q1 | – | Sell |
-96
| Closed | -$2.32K | – | 437 |
|
|
2023
Q4 | $2.32K | Buy |
+96
| New | +$2.32K | ﹤0.01% | 495 |
|
|
2021
Q1 | – | Sell |
-188
| Closed | -$5K | – | 321 |
|
|
2020
Q4 | $5K | Hold |
188
| – | – | ﹤0.01% | 388 |
|
|
2020
Q3 | $5K | Buy |
+188
| New | +$5K | ﹤0.01% | 279 |
|