Sowell Financial Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $532K | Sell |
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|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $511K | Sell |
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|
2023
Q2 | $581K | Buy |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | $602K | Sell |
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|
2021
Q1 | $858K | Buy |
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|
2020
Q4 | $536K | Buy |
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|
2020
Q3 | $475K | Buy |
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|
2020
Q2 | $326K | Buy |
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|
2020
Q1 | $295K | Hold |
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|
2019
Q4 | $303K | Hold |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q1 | $268K | Sell |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $339K | Buy |
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