SVB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,060
| Closed | -$274K | – | 1036 |
|
|
2021
Q2 | $274K | Sell |
10,060
-800
| -7% | -$21.8K | ﹤0.01% | 790 |
|
|
2021
Q1 | $291K | Sell |
10,860
-3,500
| -24% | -$93.8K | ﹤0.01% | 700 |
|
|
2020
Q4 | $389K | Sell |
14,360
-2,454
| -15% | -$66.5K | 0.01% | 539 |
|
|
2020
Q3 | $448K | Buy |
16,814
+3,073
| +22% | +$81.9K | 0.01% | 436 |
|
|
2020
Q2 | $365K | Buy |
13,741
+141
| +1% | +$3.75K | 0.01% | 427 |
|
|
2020
Q1 | $351K | Sell |
13,600
-4,814
| -26% | -$124K | 0.01% | 370 |
|
|
2019
Q4 | $487K | Buy |
18,414
+314
| +2% | +$8.3K | 0.01% | 413 |
|
|
2019
Q3 | $480K | Sell |
18,100
-16,300
| -47% | -$432K | 0.01% | 384 |
|
|
2019
Q2 | $899K | Buy |
+34,400
| New | +$899K | 0.03% | 299 |
|