StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.53M | Sell |
63,171
-3,751
| -6% | -$90.7K | 0.17% | 109 |
|
|
2023
Q3 | $1.48M | Buy |
66,922
+245
| +0.4% | +$5.43K | 0.17% | 115 |
|
|
2023
Q2 | $1.57M | Buy |
66,677
+5,037
| +8% | +$119K | 0.18% | 110 |
|
|
2023
Q1 | $1.46M | Buy |
61,640
+650
| +1% | +$15.4K | 0.17% | 104 |
|
|
2022
Q4 | $1.4M | Sell |
60,990
-30,094
| -33% | -$690K | 0.16% | 107 |
|
|
2022
Q3 | $2.01M | Buy |
91,084
+1,500
| +2% | +$33.1K | 0.26% | 74 |
|
|
2022
Q2 | $2.1M | Sell |
89,584
-4,725
| -5% | -$111K | 0.25% | 75 |
|
|
2022
Q1 | $2.35M | Buy |
94,309
+3,705
| +4% | +$92.4K | 0.26% | 78 |
|
|
2021
Q4 | $2.46M | Buy |
90,604
+22,081
| +32% | +$599K | 0.25% | 79 |
|
|
2021
Q3 | $1.84M | Buy |
68,523
+2,475
| +4% | +$66.5K | 0.37% | 62 |
|
|
2021
Q2 | $1.8M | Sell |
66,048
-1,110
| -2% | -$30.3K | 0.36% | 62 |
|
|
2021
Q1 | $1.8M | Buy |
67,158
+8,262
| +14% | +$221K | 0.38% | 60 |
|
|
2020
Q4 | $1.6M | Buy |
58,896
+2,482
| +4% | +$67.3K | 0.36% | 59 |
|
|
2020
Q3 | $1.5M | Buy |
56,414
+355
| +0.6% | +$9.45K | 0.38% | 58 |
|
|
2020
Q2 | $1.49M | Sell |
56,059
-2,287
| -4% | -$60.7K | 0.4% | 56 |
|
|
2020
Q1 | $1.51M | Sell |
58,346
-1,533
| -3% | -$39.5K | 0.47% | 51 |
|
|
2019
Q4 | $1.58M | Buy |
59,879
+7,008
| +13% | +$185K | 0.41% | 53 |
|
|
2019
Q3 | $1.4M | Buy |
52,871
+5,187
| +11% | +$138K | 0.4% | 57 |
|
|
2019
Q2 | $1.25M | Buy |
47,684
+6,194
| +15% | +$162K | 0.36% | 63 |
|
|
2019
Q1 | $1.07M | Buy |
41,490
+3,339
| +9% | +$85.7K | 0.33% | 70 |
|
|
2018
Q4 | $953K | Buy |
38,151
+3,410
| +10% | +$85.2K | 0.33% | 72 |
|
|
2018
Q3 | $861K | Buy |
34,741
+7,211
| +26% | +$179K | 0.27% | 88 |
|
|
2018
Q2 | $692K | Buy |
27,530
+9,283
| +51% | +$233K | 0.24% | 90 |
|
|
2018
Q1 | $459K | Buy |
18,247
+731
| +4% | +$18.4K | 0.18% | 104 |
|
|
2017
Q4 | $452K | Buy |
17,516
+2,451
| +16% | +$63.2K | 0.18% | 105 |
|
|
2017
Q3 | $385K | Sell |
15,065
-142
| -0.9% | -$3.63K | 0.15% | 97 |
|
|
2017
Q2 | $387K | Buy |
15,207
+8
| +0.1% | +$204 | 0.16% | 102 |
|
|
2017
Q1 | $380K | Buy |
15,199
+8
| +0.1% | +$200 | 0.17% | 92 |
|
|
2016
Q4 | $378K | Buy |
15,191
+708
| +5% | +$17.6K | 0.19% | 89 |
|
|
2016
Q3 | $377K | Buy |
+14,483
| New | +$377K | 0.21% | 79 |
|