Transamerica Financial Advisors’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 | $500 | Hold |
23
| – | – | ﹤0.01% | 437 |
|
|
2025
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 530 |
|
|
2024
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $1K | Sell |
23
-451
| -95% | -$19.6K | ﹤0.01% | 529 |
|
|
2024
Q2 | $12K | Hold |
474
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $12K | Sell |
474
-130,484
| -100% | -$3.3M | ﹤0.01% | 338 |
|
|
2023
Q4 | $3.17M | Sell |
130,958
-1,426
| -1% | -$34.5K | 0.44% | 37 |
|
|
2023
Q3 | $2.93M | Buy |
132,384
+15,052
| +13% | +$334K | 0.4% | 40 |
|
|
2023
Q2 | $2.77M | Buy |
117,332
+3,241
| +3% | +$76.5K | 0.36% | 48 |
|
|
2023
Q1 | $2.7M | Buy |
114,091
+106
| +0.1% | +$2.51K | 0.36% | 49 |
|
|
2022
Q4 | $2.62M | Buy |
113,985
+10,284
| +10% | +$236K | 0.37% | 48 |
|
|
2022
Q3 | $2.29M | Sell |
103,701
-4,409
| -4% | -$97.4K | 0.34% | 48 |
|
|
2022
Q2 | $2.54M | Buy |
108,110
+107,666
| +24,249% | +$2.52M | 0.36% | 37 |
|
|
2022
Q1 | $12K | Buy |
444
+6
| +1% | +$162 | 0.43% | 40 |
|
|
2021
Q4 | $12K | Buy |
438
+3
| +0.7% | +$82 | 0.32% | 41 |
|
|
2021
Q3 | $12K | Sell |
435
-28
| -6% | -$772 | 0.34% | 40 |
|
|
2021
Q2 | $13K | Buy |
463
+17
| +4% | +$477 | 0.32% | 40 |
|
|
2021
Q1 | $12K | Buy |
446
+12
| +3% | +$323 | 0.29% | 41 |
|
|
2020
Q4 | $12K | Buy |
434
+11
| +3% | +$304 | 0.25% | 44 |
|
|
2020
Q3 | $12K | Sell |
423
-65,909
| -99% | -$1.87M | 0.22% | 44 |
|
|
2020
Q2 | $1.76M | Buy |
66,332
+65,397
| +6,994% | +$1.74M | 0.39% | 54 |
|
|
2020
Q1 | $25K | Buy |
935
+39
| +4% | +$1.04K | 0.45% | 41 |
|
|
2019
Q4 | $24K | Sell |
896
-13
| -1% | -$348 | 0.33% | 40 |
|
|
2019
Q3 | $25K | Sell |
909
-66,368
| -99% | -$1.83M | 0.32% | 39 |
|
|
2019
Q2 | $1.76M | Buy |
67,277
+66,413
| +7,687% | +$1.74M | 0.38% | 63 |
|
|
2019
Q1 | $23K | Sell |
864
-66,553
| -99% | -$1.77M | 0.14% | 44 |
|
|
2018
Q4 | $1.69M | Buy |
67,417
+1,321
| +2% | +$33K | 0.43% | 60 |
|
|
2018
Q3 | $1.64M | Buy |
66,096
+78
| +0.1% | +$1.93K | 0.35% | 73 |
|
|
2018
Q2 | $1.66M | Buy |
66,018
+1,538
| +2% | +$38.6K | 0.37% | 67 |
|
|
2018
Q1 | $1.62M | Sell |
64,480
-6,985
| -10% | -$176K | 0.24% | 113 |
|
|
2017
Q4 | $1.85M | Sell |
71,465
-27,014
| -27% | -$697K | 0.24% | 117 |
|
|
2017
Q3 | $2.52M | Sell |
98,479
-15,261
| -13% | -$390K | 0.31% | 96 |
|
|
2017
Q2 | $2.89M | Buy |
113,740
+423
| +0.4% | +$10.8K | 0.39% | 77 |
|
|
2017
Q1 | $2.84M | Sell |
113,317
-4,629
| -4% | -$116K | 0.34% | 86 |
|
|
2016
Q4 | $2.94M | Sell |
117,946
-18,244
| -13% | -$454K | 0.35% | 85 |
|
|
2016
Q3 | $3.55M | Sell |
136,190
-8,220
| -6% | -$214K | 0.38% | 75 |
|
|
2016
Q2 | $3.83M | Sell |
144,410
-30,368
| -17% | -$806K | 0.39% | 73 |
|
|
2016
Q1 | $4.5M | Sell |
174,778
-17,161
| -9% | -$442K | 0.38% | 65 |
|
|
2015
Q4 | $4.89M | Sell |
191,939
-23,003
| -11% | -$586K | 0.36% | 55 |
|
|
2015
Q3 | $5.38M | Buy |
214,942
+13,788
| +7% | +$345K | 0.43% | 39 |
|
|
2015
Q2 | $4.97M | Buy |
201,154
+15,689
| +8% | +$388K | 0.36% | 50 |
|
|
2015
Q1 | $4.74M | Sell |
185,465
-3,697
| -2% | -$94.4K | 0.33% | 44 |
|
|
2014
Q4 | $4.81M | Buy |
189,162
+4,844
| +3% | +$123K | 0.38% | 36 |
|
|
2014
Q3 | $4.63M | Buy |
184,318
+6,256
| +4% | +$157K | 0.42% | 38 |
|
|
2014
Q2 | $4.4M | Buy |
178,062
+2,400
| +1% | +$59.2K | 0.38% | 41 |
|
|
2014
Q1 | $4.24M | Buy |
175,662
+4,796
| +3% | +$116K | 0.42% | 37 |
|
|
2013
Q4 | $3.92M | Sell |
170,866
-139
| -0.1% | -$3.19K | 0.43% | 39 |
|
|
2013
Q3 | $3.95M | Buy |
171,005
+7,227
| +4% | +$167K | 0.51% | 36 |
|
|
2013
Q2 | $3.92M | Buy |
+163,778
| New | +$3.92M | 0.64% | 34 |
|