Sowell 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 | $536K | Sell |
23,920
-111
| -0.5% | -$2.49K | 0.02% | 591 |
|
|
2025
Q1 | $554K | Buy |
24,031
+1,205
| +5% | +$27.8K | 0.03% | 559 |
|
|
2024
Q4 | $539K | Sell |
22,826
-330
| -1% | -$7.79K | 0.03% | 403 |
|
|
2024
Q3 | $559K | Buy |
23,156
+1,991
| +9% | +$48.1K | 0.03% | 425 |
|
|
2024
Q2 | $501K | Buy |
21,165
+330
| +2% | +$7.81K | 0.02% | 436 |
|
|
2024
Q1 | $497K | Buy |
20,835
+3,829
| +23% | +$91.3K | 0.02% | 453 |
|
|
2023
Q4 | $411K | Sell |
17,006
-6,054
| -26% | -$146K | 0.02% | 451 |
|
|
2023
Q3 | $511K | Sell |
23,060
-1,574
| -6% | -$34.9K | 0.03% | 395 |
|
|
2023
Q2 | $581K | Buy |
24,634
+3,592
| +17% | +$84.7K | 0.03% | 433 |
|
|
2023
Q1 | $498K | Sell |
21,042
-5,514
| -21% | -$131K | 0.04% | 431 |
|
|
2022
Q4 | $609K | Buy |
26,556
+7,453
| +39% | +$171K | 0.04% | 401 |
|
|
2022
Q3 | $422K | Buy |
+19,103
| New | +$422K | 0.04% | 336 |
|
|
2022
Q1 | – | Sell |
-25,726
| Closed | -$697K | – | 422 |
|
|
2021
Q4 | $697K | Buy |
25,726
+1,631
| +7% | +$44.2K | 0.04% | 386 |
|
|
2021
Q3 | $647K | Buy |
24,095
+2,022
| +9% | +$54.3K | 0.04% | 361 |
|
|
2021
Q2 | $602K | Sell |
22,073
-9,604
| -30% | -$262K | 0.04% | 395 |
|
|
2021
Q1 | $858K | Buy |
31,677
+11,890
| +60% | +$322K | 0.03% | 458 |
|
|
2020
Q4 | $536K | Buy |
19,787
+1,963
| +11% | +$53.2K | 0.02% | 502 |
|
|
2020
Q3 | $475K | Buy |
17,824
+5,543
| +45% | +$148K | 0.02% | 480 |
|
|
2020
Q2 | $326K | Buy |
12,281
+845
| +7% | +$22.4K | 0.02% | 570 |
|
|
2020
Q1 | $295K | Hold |
11,436
| – | – | 0.02% | 550 |
|
|
2019
Q4 | $303K | Hold |
11,436
| – | – | 0.02% | 594 |
|
|
2019
Q3 | $304K | Buy |
+11,436
| New | +$304K | 0.03% | 533 |
|
|
2019
Q1 | $268K | Sell |
10,447
-1,988
| -16% | -$51K | 0.03% | 471 |
|
|
2018
Q4 | $311K | Sell |
12,435
-1,249
| -9% | -$31.2K | 0.04% | 380 |
|
|
2018
Q3 | $339K | Buy |
+13,684
| New | +$339K | 0.05% | 256 |
|