Summit Wealth & Retirement Planning’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
Q2 | – | Sell |
-52,458
| Closed | -$1.24M | – | 95 |
|
|
2023
Q1 | $1.24M | Buy |
+52,458
| New | +$1.24M | 0.46% | 27 |
|
|
2022
Q4 | – | Sell |
-64,543
| Closed | -$1.43M | – | 120 |
|
|
2022
Q3 | $1.43M | Sell |
64,543
-43,703
| -40% | -$965K | 0.57% | 31 |
|
|
2022
Q2 | $2.54M | Sell |
108,246
-4,687
| -4% | -$110K | 0.97% | 24 |
|
|
2022
Q1 | $2.82M | Buy |
112,933
+219
| +0.2% | +$5.46K | 0.99% | 23 |
|
|
2021
Q4 | $3.06M | Sell |
112,714
-27,737
| -20% | -$752K | 1.04% | 22 |
|
|
2021
Q3 | $3.77M | Sell |
140,451
-14,665
| -9% | -$394K | 1.38% | 20 |
|
|
2021
Q2 | $4.23M | Sell |
155,116
-26,643
| -15% | -$726K | 1.56% | 17 |
|
|
2021
Q1 | $4.86M | Sell |
181,759
-4,346
| -2% | -$116K | 1.81% | 15 |
|
|
2020
Q4 | $5.05M | Buy |
186,105
+62,519
| +51% | +$1.69M | 1.91% | 14 |
|
|
2020
Q3 | $3.29M | Buy |
123,586
+12,008
| +11% | +$320K | 1.41% | 17 |
|
|
2020
Q2 | $2.96M | Sell |
111,578
-5,521
| -5% | -$147K | 1.39% | 19 |
|
|
2020
Q1 | $3.02M | Sell |
117,099
-10,159
| -8% | -$262K | 1.61% | 15 |
|
|
2019
Q4 | $3.37M | Buy |
127,258
+1,050
| +0.8% | +$27.8K | 1.5% | 14 |
|
|
2019
Q3 | $3.35M | Buy |
126,208
+1,384
| +1% | +$36.7K | 2.02% | 9 |
|
|
2019
Q2 | $3.26M | Sell |
124,824
-6,937
| -5% | -$181K | 1.91% | 9 |
|
|
2019
Q1 | $3.38M | Buy |
131,761
+45,030
| +52% | +$1.16M | 2.01% | 8 |
|
|
2018
Q4 | $2.17M | Buy |
+86,731
| New | +$2.17M | 1.64% | 13 |
|