Sandy Spring Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,836
| Closed | -$121K | – | 802 |
|
|
2018
Q2 | $121K | Sell |
4,836
-13,753
| -74% | -$344K | 0.01% | 353 |
|
|
2018
Q1 | $468K | Buy |
+18,589
| New | +$468K | 0.04% | 231 |
|
|
2015
Q3 | – | Sell |
-450
| Closed | -$11K | – | 1000 |
|
|
2015
Q2 | $11K | Hold |
450
| – | – | ﹤0.01% | 684 |
|
|
2015
Q1 | $11K | Hold |
450
| – | – | ﹤0.01% | 663 |
|
|
2014
Q4 | $11K | Hold |
450
| – | – | ﹤0.01% | 609 |
|
|
2014
Q3 | $11K | Buy |
+450
| New | +$11K | ﹤0.01% | 609 |
|