Regent Peak Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,612
| Closed | -$206K | – | 170 |
|
|
2021
Q4 | $206K | Sell |
7,612
-2,891
| -28% | -$78.2K | 0.06% | 162 |
|
|
2021
Q3 | $282K | Hold |
10,503
| – | – | 0.08% | 135 |
|
|
2021
Q2 | $288K | Sell |
10,503
-666
| -6% | -$18.3K | 0.08% | 132 |
|
|
2021
Q1 | $298K | Buy |
11,169
+934
| +9% | +$24.9K | 0.1% | 122 |
|
|
2020
Q4 | $277K | Sell |
10,235
-1,237
| -11% | -$33.5K | 0.09% | 115 |
|
|
2020
Q3 | $305K | Hold |
11,472
| – | – | 0.13% | 95 |
|
|
2020
Q2 | $305K | Hold |
11,472
| – | – | 0.14% | 87 |
|
|
2020
Q1 | $295K | Sell |
11,472
-2,215
| -16% | -$57K | 0.16% | 86 |
|
|
2019
Q4 | $362K | Buy |
+13,687
| New | +$362K | 0.17% | 86 |
|