SteelPeak Wealth’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 | $2.76M | Buy |
123,104
+7,536
| +7% | +$169K | 0.11% | 143 |
|
|
2025
Q1 | $2.66M | Sell |
115,568
-2,048
| -2% | -$47.2K | 0.11% | 136 |
|
|
2024
Q4 | $2.78M | Buy |
117,616
+654
| +0.6% | +$15.4K | 0.11% | 136 |
|
|
2024
Q3 | $2.82M | Sell |
116,962
-5,244
| -4% | -$127K | 0.12% | 127 |
|
|
2024
Q2 | $2.89M | Sell |
122,206
-18,411
| -13% | -$436K | 0.13% | 120 |
|
|
2024
Q1 | $3.35M | Buy |
140,617
+47,393
| +51% | +$1.13M | 0.17% | 107 |
|
|
2023
Q4 | $2.25M | Sell |
93,224
-58,944
| -39% | -$1.43M | 0.13% | 122 |
|
|
2023
Q3 | $3.37M | Sell |
152,168
-17,366
| -10% | -$385K | 0.21% | 98 |
|
|
2023
Q2 | $4M | Buy |
169,534
+4,579
| +3% | +$108K | 0.24% | 78 |
|
|
2023
Q1 | $3.91M | Buy |
164,955
+87,162
| +112% | +$2.06M | 0.27% | 83 |
|
|
2022
Q4 | $1.78M | Sell |
77,793
-37,921
| -33% | -$870K | 0.13% | 125 |
|
|
2022
Q3 | $2.56M | Sell |
115,714
-31,486
| -21% | -$695K | 0.19% | 95 |
|
|
2022
Q2 | $3.45M | Buy |
147,200
+5,600
| +4% | +$131K | 0.25% | 78 |
|
|
2022
Q1 | $3.53M | Sell |
141,600
-3,077
| -2% | -$76.7K | 0.2% | 85 |
|
|
2021
Q4 | $3.92M | Buy |
144,677
+30,750
| +27% | +$834K | 0.22% | 84 |
|
|
2021
Q3 | $3.06M | Buy |
113,927
+1,633
| +1% | +$43.9K | 0.2% | 87 |
|
|
2021
Q2 | $3.06M | Sell |
112,294
-432
| -0.4% | -$11.8K | 0.21% | 89 |
|
|
2021
Q1 | $3.02M | Buy |
112,726
+392
| +0.3% | +$10.5K | 0.24% | 82 |
|
|
2020
Q4 | $3.05M | Buy |
112,334
+2,750
| +3% | +$74.5K | 0.28% | 79 |
|
|
2020
Q3 | $2.92M | Buy |
109,584
+24,256
| +28% | +$646K | 0.31% | 71 |
|
|
2020
Q2 | $2.27M | Buy |
85,328
+24,602
| +41% | +$653K | 0.29% | 79 |
|
|
2020
Q1 | $1.57M | Sell |
60,726
-2,814
| -4% | -$72.6K | 0.25% | 88 |
|
|
2019
Q4 | $1.68M | Buy |
+63,540
| New | +$1.68M | 0.23% | 90 |
|