TIAM2
Tru Independence Asset Management 2’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,250
| Closed | -$430K | – | 88 |
|
|
2022
Q1 | $430K | Sell |
17,250
-98
| -0.6% | -$2.44K | 0.25% | 49 |
|
|
2021
Q4 | $470K | Buy |
17,348
+96
| +0.6% | +$2.6K | 0.25% | 71 |
|
|
2021
Q3 | $463K | Sell |
17,252
-1,824
| -10% | -$49K | 0.33% | 58 |
|
|
2021
Q2 | $520K | Sell |
19,076
-1,193
| -6% | -$32.5K | 0.36% | 63 |
|
|
2021
Q1 | $542K | Sell |
20,269
-53
| -0.3% | -$1.42K | 0.43% | 64 |
|
|
2020
Q4 | $551K | Buy |
+20,322
| New | +$551K | 0.46% | 54 |
|