Vontobel Holding’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 | $203K | Buy |
9,050
+239
| +3% | +$5.35K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $203K | Sell |
8,811
-163
| -2% | -$3.76K | ﹤0.01% | 1013 |
|
|
2024
Q4 | $212K | Buy |
+8,974
| New | +$212K | ﹤0.01% | 1000 |
|
|
2023
Q3 | – | Sell |
-8,551
| Closed | -$202K | – | 1116 |
|
|
2023
Q2 | $202K | Sell |
8,551
-575
| -6% | -$13.6K | ﹤0.01% | 1009 |
|
|
2023
Q1 | $216K | Sell |
9,126
-29
| -0.3% | -$687 | ﹤0.01% | 967 |
|
|
2022
Q4 | $210K | Buy |
+9,155
| New | +$210K | ﹤0.01% | 983 |
|
|
2022
Q3 | – | Sell |
-8,680
| Closed | -$203K | – | 1091 |
|
|
2022
Q2 | $203K | Hold |
8,680
| – | – | ﹤0.01% | 939 |
|
|
2022
Q1 | $216K | Buy |
+8,680
| New | +$216K | ﹤0.01% | 989 |
|
|
2021
Q4 | – | Sell |
-8,766
| Closed | -$235K | – | 1182 |
|
|
2021
Q3 | $235K | Buy |
+8,766
| New | +$235K | ﹤0.01% | 1000 |
|