Plante Moran Financial 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
Q1 | – | Sell |
-229
| Closed | -$5.41K | – | 937 |
|
|
2024
Q4 | $5.41K | Hold |
229
| – | – | ﹤0.01% | 675 |
|
|
2024
Q3 | $5.53K | Hold |
229
| – | – | ﹤0.01% | 672 |
|
|
2024
Q2 | $5.42K | Buy |
+229
| New | +$5.42K | ﹤0.01% | 645 |
|
|
2021
Q4 | – | Sell |
-4,100
| Closed | -$110K | – | 1086 |
|
|
2021
Q3 | $110K | Buy |
+4,100
| New | +$110K | 0.02% | 259 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 847 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 822 |
|
|
2019
Q4 | – | Sell |
-4,302
| Closed | -$114K | – | 866 |
|
|
2019
Q3 | $114K | Sell |
4,302
-201
| -4% | -$5.33K | 0.03% | 224 |
|
|
2019
Q2 | $118K | Buy |
+4,503
| New | +$118K | 0.04% | 202 |
|