ProVise Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
40,878
-1,379
| -3% | -$30.9K | 0.07% | 134 |
|
|
2025
Q1 | $974K | Buy |
42,257
+172
| +0.4% | +$3.96K | 0.08% | 131 |
|
|
2024
Q4 | $994K | Buy |
42,085
+2,865
| +7% | +$67.6K | 0.09% | 130 |
|
|
2024
Q3 | $947K | Sell |
39,220
-309
| -0.8% | -$7.46K | 0.08% | 154 |
|
|
2024
Q2 | $936K | Buy |
39,529
+2,242
| +6% | +$53.1K | 0.08% | 150 |
|
|
2024
Q1 | $889K | Buy |
37,287
+353
| +1% | +$8.41K | 0.08% | 152 |
|
|
2023
Q4 | $893K | Sell |
36,934
-1,767
| -5% | -$42.7K | 0.08% | 178 |
|
|
2023
Q3 | $858K | Sell |
38,701
-36,309
| -48% | -$805K | 0.08% | 183 |
|
|
2023
Q2 | $1.77M | Buy |
75,010
+39,655
| +112% | +$936K | 0.16% | 134 |
|
|
2023
Q1 | $837K | Buy |
35,355
+8,269
| +31% | +$196K | 0.08% | 179 |
|
|
2022
Q4 | $621K | Buy |
27,086
+13,361
| +97% | +$307K | 0.06% | 191 |
|
|
2022
Q3 | $303K | Sell |
13,725
-2,192
| -14% | -$48.4K | 0.03% | 251 |
|
|
2022
Q2 | $373K | Buy |
+15,917
| New | +$373K | 0.04% | 235 |
|
|
2018
Q1 | – | Sell |
-20,000
| Closed | -$516K | – | 320 |
|
|
2017
Q4 | $516K | Buy |
+20,000
| New | +$516K | 0.07% | 204 |
|
|
2014
Q4 | – | Sell |
-12,201
| Closed | -$306K | – | 311 |
|
|
2014
Q3 | $306K | Buy |
12,201
+2,201
| +22% | +$55.2K | 0.07% | 250 |
|
|
2014
Q2 | $247K | Buy |
+10,000
| New | +$247K | 0.05% | 272 |
|