TIA
Traphagen Investment Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
204,441
-24,236
| -11% | -$543K | 0.43% | 25 |
|
|
2025
Q1 | $5.27M | Buy |
228,677
+5,732
| +3% | +$132K | 0.55% | 24 |
|
|
2024
Q4 | $5.26M | Sell |
222,945
-23,054
| -9% | -$544K | 0.54% | 25 |
|
|
2024
Q3 | $5.94M | Sell |
245,999
-26,038
| -10% | -$629K | 0.6% | 21 |
|
|
2024
Q2 | $6.44M | Sell |
272,037
-23,961
| -8% | -$567K | 0.7% | 22 |
|
|
2024
Q1 | $7.05M | Sell |
295,998
-137,464
| -32% | -$3.28M | 0.75% | 22 |
|
|
2023
Q4 | $10.5M | Sell |
433,462
-85,497
| -16% | -$2.07M | 1.23% | 18 |
|
|
2023
Q3 | $11.5M | Buy |
518,959
+59,798
| +13% | +$1.33M | 1.46% | 15 |
|
|
2023
Q2 | $10.8M | Buy |
459,161
+25,782
| +6% | +$608K | 1.41% | 14 |
|
|
2023
Q1 | $10.3M | Buy |
433,379
+60,573
| +16% | +$1.43M | 1.51% | 13 |
|
|
2022
Q4 | $8.55M | Buy |
372,806
+322,451
| +640% | +$7.4M | 1.34% | 14 |
|
|
2022
Q3 | $1.11M | Buy |
50,355
+2,480
| +5% | +$54.8K | 0.2% | 39 |
|
|
2022
Q2 | $1.12M | Sell |
47,875
-6,419
| -12% | -$150K | 0.2% | 39 |
|
|
2022
Q1 | $1.35M | Sell |
54,294
-21,238
| -28% | -$529K | 0.22% | 37 |
|
|
2021
Q4 | $2.05M | Sell |
75,532
-2,637
| -3% | -$71.5K | 0.34% | 30 |
|
|
2021
Q3 | $2.1M | Buy |
78,169
+1,272
| +2% | +$34.2K | 0.38% | 27 |
|
|
2021
Q2 | $2.1M | Sell |
76,897
-4,114
| -5% | -$112K | 0.36% | 31 |
|
|
2021
Q1 | $2.17M | Sell |
81,011
-52,537
| -39% | -$1.41M | 0.4% | 31 |
|
|
2020
Q4 | $3.62M | Sell |
133,548
-48,277
| -27% | -$1.31M | 0.65% | 26 |
|
|
2020
Q3 | $4.84M | Sell |
181,825
-50,024
| -22% | -$1.33M | 0.98% | 23 |
|
|
2020
Q2 | $6.16M | Buy |
231,849
+38,058
| +20% | +$1.01M | 1.39% | 20 |
|
|
2020
Q1 | $5M | Buy |
193,791
+25,053
| +15% | +$646K | 1.34% | 20 |
|
|
2019
Q4 | $4.46M | Buy |
168,738
+5,974
| +4% | +$158K | 1.07% | 20 |
|
|
2019
Q3 | $4.32M | Buy |
162,764
+2,397
| +1% | +$63.6K | 1.13% | 20 |
|
|
2019
Q2 | $4.19M | Buy |
160,367
+2,852
| +2% | +$74.5K | 1.12% | 22 |
|
|
2019
Q1 | $4.04M | Buy |
+157,515
| New | +$4.04M | 1.14% | 22 |
|