Waverly 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 | $1.45M | Sell |
64,899
-2,360
| -4% | -$52.8K | 0.02% | 550 |
|
|
2025
Q1 | $1.55M | Buy |
67,259
+1,096
| +2% | +$25.3K | 0.02% | 529 |
|
|
2024
Q4 | $1.56M | Sell |
66,163
-5,200
| -7% | -$123K | 0.02% | 433 |
|
|
2024
Q3 | $1.72M | Sell |
71,363
-1,880
| -3% | -$45.4K | 0.03% | 358 |
|
|
2024
Q2 | $1.73M | Buy |
73,243
+7,672
| +12% | +$182K | 0.03% | 341 |
|
|
2024
Q1 | $1.56M | Buy |
+65,571
| New | +$1.56M | 0.04% | 298 |
|