Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-860
| Closed | -$23K | – | 1947 |
|
|
2020
Q2 | $23K | Buy |
+860
| New | +$23K | ﹤0.01% | 955 |
|
|
2018
Q3 | – | Sell |
-1,593
| Closed | -$40K | – | 1836 |
|
|
2018
Q2 | $40K | Hold |
1,593
| – | – | 0.01% | 585 |
|
|
2018
Q1 | $40K | Hold |
1,593
| – | – | 0.01% | 534 |
|
|
2017
Q4 | $41K | Hold |
1,593
| – | – | 0.01% | 507 |
|
|
2017
Q3 | $41K | Buy |
+1,593
| New | +$41K | 0.01% | 435 |
|