Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $2.54M | Sell |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $3.06M | Sell |
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|
2021
Q3 | $3.77M | Sell |
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|
2021
Q2 | $4.23M | Sell |
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|
2021
Q1 | $4.86M | Sell |
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|
2020
Q4 | $5.04M | Buy |
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|
2020
Q3 | $3.29M | Buy |
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|
2020
Q2 | $2.96M | Sell |
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|
2020
Q1 | $3.02M | Sell |
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|
2019
Q4 | $3.37M | Buy |
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|
2019
Q3 | $3.35M | Buy |
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|
2019
Q2 | $3.26M | Sell |
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|
2019
Q1 | $3.38M | Buy |
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|
2018
Q4 | $2.17M | Buy |
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