PPWP
Proquility Private Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.92M | Buy |
300,398
+206,809
| +221% | +$4.76M | 2.13% | 15 |
|
|
2024
Q4 | $2.21M | Sell |
93,589
-119,865
| -56% | -$2.83M | 0.71% | 43 |
|
|
2024
Q3 | $5.15M | Sell |
213,454
-28,557
| -12% | -$690K | 1.65% | 18 |
|
|
2024
Q2 | $5.73M | Sell |
242,011
-25,303
| -9% | -$599K | 1.95% | 16 |
|
|
2024
Q1 | $6.37M | Buy |
267,314
+139,116
| +109% | +$3.32M | 2.18% | 13 |
|
|
2023
Q4 | $3.1M | Sell |
128,198
-23,633
| -16% | -$571K | 1.18% | 28 |
|
|
2023
Q3 | $3.36M | Sell |
151,831
-4,864
| -3% | -$108K | 1.38% | 23 |
|
|
2023
Q2 | $3.7M | Sell |
156,695
-822
| -0.5% | -$19.4K | 1.45% | 21 |
|
|
2023
Q1 | $3.73M | Buy |
157,517
+55,634
| +55% | +$1.32M | 1.48% | 20 |
|
|
2022
Q4 | $2.34M | Sell |
101,883
-43,820
| -30% | -$1.01M | 0.96% | 37 |
|
|
2022
Q3 | $3.22M | Buy |
145,703
+14,480
| +11% | +$320K | 1.48% | 20 |
|
|
2022
Q2 | $3.08M | Sell |
131,223
-8,003
| -6% | -$188K | 1.32% | 23 |
|
|
2022
Q1 | $3.24M | Sell |
139,226
-3,917
| -3% | -$91.2K | 1.35% | 22 |
|
|
2021
Q4 | $3.73M | Sell |
143,143
-12,918
| -8% | -$337K | 1.31% | 21 |
|
|
2021
Q3 | $4.19M | Sell |
156,061
-43,662
| -22% | -$1.17M | 1.59% | 17 |
|
|
2021
Q2 | $5.44M | Sell |
199,723
-7,988
| -4% | -$218K | 2.04% | 14 |
|
|
2021
Q1 | $5.56M | Sell |
207,711
-2,068
| -1% | -$55.3K | 2.22% | 13 |
|
|
2020
Q4 | $5.69M | Buy |
+209,779
| New | +$5.69M | 2.6% | 11 |
|