Telemus Capital’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
Q3 | – | Sell |
-8,917
| Closed | -$210K | – | 324 |
|
|
2023
Q2 | $210K | Hold |
8,917
| – | – | 0.02% | 306 |
|
|
2023
Q1 | $211K | Buy |
+8,917
| New | +$211K | 0.02% | 306 |
|
|
2020
Q4 | – | Sell |
-8,638
| Closed | -$229K | – | 422 |
|
|
2020
Q3 | $229K | Hold |
8,638
| – | – | 0.02% | 398 |
|
|
2020
Q2 | $231K | Hold |
8,638
| – | – | 0.02% | 367 |
|
|
2020
Q1 | $228K | Hold |
8,638
| – | – | 0.02% | 340 |
|
|
2019
Q4 | $229K | Sell |
8,638
-500
| -5% | -$13.3K | 0.02% | 348 |
|
|
2019
Q3 | $243K | Hold |
9,138
| – | – | 0.02% | 339 |
|
|
2019
Q2 | $242K | Hold |
9,138
| – | – | 0.02% | 324 |
|
|
2019
Q1 | $234K | Hold |
9,138
| – | – | 0.02% | 377 |
|
|
2018
Q4 | $228K | Hold |
9,138
| – | – | 0.02% | 369 |
|
|
2018
Q3 | $227K | Hold |
9,138
| – | – | 0.02% | 408 |
|
|
2018
Q2 | $230K | Hold |
9,138
| – | – | 0.02% | 400 |
|
|
2018
Q1 | $230K | Hold |
9,138
| – | – | 0.02% | 385 |
|
|
2017
Q4 | $236K | Buy |
+9,138
| New | +$236K | 0.02% | 384 |
|