SVWAG
Sound View Wealth Advisors Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,045
| Closed | -$288K | – | 394 |
|
|
2022
Q3 | $288K | Hold |
13,045
| – | – | 0.06% | 218 |
|
|
2022
Q2 | $306K | Hold |
13,045
| – | – | 0.06% | 219 |
|
|
2022
Q1 | $325K | Hold |
13,045
| – | – | 0.06% | 224 |
|
|
2021
Q4 | $354K | Hold |
13,045
| – | – | 0.07% | 212 |
|
|
2021
Q3 | $350K | Hold |
13,045
| – | – | 0.07% | 204 |
|
|
2021
Q2 | $356K | Hold |
13,045
| – | – | 0.07% | 209 |
|
|
2021
Q1 | $349K | Hold |
13,045
| – | – | 0.08% | 194 |
|
|
2020
Q4 | $354K | Hold |
13,045
| – | – | 0.09% | 181 |
|
|
2020
Q3 | $347K | Hold |
13,045
| – | – | 0.09% | 177 |
|
|
2020
Q2 | $346K | Hold |
13,045
| – | – | 0.1% | 172 |
|
|
2020
Q1 | $337K | Hold |
13,045
| – | – | 0.12% | 149 |
|
|
2019
Q4 | $345K | Hold |
13,045
| – | – | 0.1% | 173 |
|
|
2019
Q3 | $346K | Hold |
13,045
| – | – | 0.1% | 170 |
|
|
2019
Q2 | $341K | Buy |
+13,045
| New | +$341K | 0.1% | 174 |
|