Tempus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
13,100
| – | – | 0.07% | 213 |
|
|
2025
Q1 | $302K | Hold |
13,100
| – | – | 0.09% | 198 |
|
|
2024
Q4 | $309K | Sell |
13,100
-85
| -0.6% | -$2.01K | 0.09% | 188 |
|
|
2024
Q3 | $318K | Hold |
13,185
| – | – | 0.12% | 161 |
|
|
2024
Q2 | $312K | Sell |
13,185
-250
| -2% | -$5.92K | 0.13% | 148 |
|
|
2024
Q1 | $320K | Hold |
13,435
| – | – | 0.14% | 148 |
|
|
2023
Q4 | $325K | Hold |
13,435
| – | – | 0.14% | 145 |
|
|
2023
Q3 | $298K | Hold |
13,435
| – | – | 0.15% | 127 |
|
|
2023
Q2 | $317K | Hold |
13,435
| – | – | 0.14% | 135 |
|
|
2023
Q1 | $318K | Hold |
13,435
| – | – | 0.16% | 121 |
|
|
2022
Q4 | $308K | Hold |
13,435
| – | – | 0.19% | 124 |
|
|
2022
Q3 | $297K | Hold |
13,435
| – | – | 0.2% | 133 |
|
|
2022
Q2 | $315K | Hold |
13,435
| – | – | 0.26% | 98 |
|
|
2022
Q1 | $335K | Hold |
13,435
| – | – | 0.24% | 97 |
|
|
2021
Q4 | $364K | Hold |
13,435
| – | – | 0.2% | 113 |
|
|
2021
Q3 | $361K | Hold |
13,435
| – | – | 0.2% | 114 |
|
|
2021
Q2 | $366K | Buy |
+13,435
| New | +$366K | 0.24% | 114 |
|