Richardson Financial Services’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 | $134K | Sell |
5,996
-1,431
| -19% | -$32.1K | 0.09% | 182 |
|
|
2025
Q1 | $171K | Buy |
7,427
+543
| +8% | +$12.5K | 0.13% | 156 |
|
|
2024
Q4 | $163K | Sell |
6,884
-1,777
| -21% | -$42K | 0.11% | 157 |
|
|
2024
Q3 | $206K | Buy |
8,661
+1,848
| +27% | +$43.9K | 0.13% | 146 |
|
|
2024
Q2 | $161K | Sell |
6,813
-996
| -13% | -$23.6K | 0.12% | 158 |
|
|
2024
Q1 | $186K | Buy |
7,809
+1,713
| +28% | +$40.8K | 0.13% | 149 |
|
|
2023
Q4 | $147K | Buy |
+6,096
| New | +$147K | 0.13% | 149 |
|