Successful Portfolios’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 | – | Sell |
-11,450
| Closed | -$254K | – | 172 |
|
|
2023
Q3 | $254K | Sell |
11,450
-200
| -2% | -$4.43K | 0.22% | 105 |
|
|
2023
Q2 | $275K | Sell |
11,650
-9,790
| -46% | -$231K | 0.24% | 98 |
|
|
2023
Q1 | $508K | Hold |
21,440
| – | – | 0.32% | 71 |
|
|
2022
Q4 | $492K | Buy |
21,440
+6,500
| +44% | +$149K | 0.32% | 77 |
|
|
2022
Q3 | $330K | Hold |
14,940
| – | – | 0.24% | 109 |
|
|
2022
Q2 | $350K | Sell |
14,940
-50
| -0.3% | -$1.17K | 0.24% | 111 |
|
|
2022
Q1 | $374K | Hold |
14,990
| – | – | 0.21% | 120 |
|
|
2021
Q4 | $406K | Hold |
14,990
| – | – | 0.22% | 116 |
|
|
2021
Q3 | $403K | Hold |
14,990
| – | – | 0.24% | 111 |
|
|
2021
Q2 | $409K | Sell |
14,990
-60
| -0.4% | -$1.64K | 0.25% | 109 |
|
|
2021
Q1 | $403K | Hold |
15,050
| – | – | 0.27% | 102 |
|
|
2020
Q4 | $408K | Hold |
15,050
| – | – | 0.29% | 94 |
|
|
2020
Q3 | $401K | Hold |
15,050
| – | – | 0.32% | 86 |
|
|
2020
Q2 | $400K | Hold |
15,050
| – | – | 0.35% | 82 |
|
|
2020
Q1 | $388K | Hold |
15,050
| – | – | 0.39% | 75 |
|
|
2019
Q4 | $398K | Hold |
15,050
| – | – | 0.35% | 80 |
|
|
2019
Q3 | $399K | Hold |
15,050
| – | – | 0.37% | 76 |
|
|
2019
Q2 | $393K | Hold |
15,050
| – | – | 0.42% | 72 |
|
|
2019
Q1 | $386K | Sell |
15,050
-500
| -3% | -$12.8K | 0.42% | 74 |
|
|
2018
Q4 | $388K | Sell |
15,550
-500
| -3% | -$12.5K | 0.5% | 65 |
|
|
2018
Q3 | $398K | Sell |
16,050
-400
| -2% | -$9.92K | 0.43% | 71 |
|
|
2018
Q2 | $413K | Sell |
16,450
-1,100
| -6% | -$27.6K | 0.48% | 65 |
|
|
2018
Q1 | $441K | Sell |
17,550
-100
| -0.6% | -$2.51K | 0.54% | 60 |
|
|
2017
Q4 | $456K | Buy |
+17,650
| New | +$456K | 0.57% | 56 |
|