TD Private Client 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
95,618
+15,816
| +20% | +$354K | 0.05% | 227 |
|
|
2025
Q1 | $1.84M | Buy |
79,802
+844
| +1% | +$19.4K | 0.05% | 239 |
|
|
2024
Q4 | $1.86M | Buy |
78,958
+14,921
| +23% | +$352K | 0.05% | 239 |
|
|
2024
Q3 | $1.55M | Sell |
64,037
-4,465
| -7% | -$108K | 0.04% | 291 |
|
|
2024
Q2 | $1.62M | Buy |
68,502
+18,325
| +37% | +$434K | 0.05% | 270 |
|
|
2024
Q1 | $1.2M | Buy |
50,177
+4,352
| +9% | +$104K | 0.04% | 329 |
|
|
2023
Q4 | $1.11M | Hold |
45,825
| – | – | 0.04% | 324 |
|
|
2023
Q3 | $1.02M | Buy |
45,825
+1,794
| +4% | +$39.8K | 0.04% | 316 |
|
|
2023
Q2 | $1.04M | Buy |
44,031
+4,039
| +10% | +$95.3K | 0.04% | 326 |
|
|
2023
Q1 | $947K | Buy |
39,992
+22,320
| +126% | +$529K | 0.04% | 339 |
|
|
2022
Q4 | $405K | Buy |
+17,672
| New | +$405K | 0.02% | 451 |
|
|
2022
Q2 | – | Sell |
-65,242
| Closed | -$1.63M | – | 1280 |
|
|
2022
Q1 | $1.63M | Buy |
65,242
+59,266
| +992% | +$1.48M | 0.07% | 261 |
|
|
2021
Q4 | $162K | Sell |
5,976
-11,920
| -67% | -$323K | 0.01% | 573 |
|
|
2021
Q3 | $481K | Hold |
17,896
| – | – | 0.02% | 404 |
|
|
2021
Q2 | $488K | Buy |
+17,896
| New | +$488K | 0.02% | 410 |
|