SeaCrest Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,746
| Closed | -$70K | – | 1532 |
|
2019
Q1 | $70K | Buy |
2,746
+8
| +0.3% | +$204 | 0.01% | 826 |
|
2018
Q4 | $68K | Buy |
2,738
+77
| +3% | +$1.91K | 0.01% | 797 |
|
2018
Q3 | $66K | Buy |
2,661
+8
| +0.3% | +$198 | 0.01% | 900 |
|
2018
Q2 | $67K | Buy |
2,653
+9
| +0.3% | +$227 | 0.01% | 866 |
|
2018
Q1 | $67K | Sell |
2,644
-2,279
| -46% | -$57.8K | 0.01% | 838 |
|
2017
Q4 | $127K | Buy |
+4,923
| New | +$127K | 0.02% | 625 |
|