Wealth Alliance Advisory Group’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
Q2 | – | Sell |
-10,354
| Closed | -$267K | – | 132 |
|
|
2020
Q1 | $267K | Hold |
10,354
| – | – | 0.21% | 78 |
|
|
2019
Q4 | $274K | Hold |
10,354
| – | – | 0.16% | 101 |
|
|
2019
Q3 | $275K | Hold |
10,354
| – | – | 0.17% | 91 |
|
|
2019
Q2 | $272K | Hold |
10,354
| – | – | 0.17% | 97 |
|
|
2019
Q1 | $268K | Sell |
10,354
-2,661
| -20% | -$68.9K | 0.17% | 97 |
|
|
2018
Q4 | $325K | Sell |
13,015
-58,448
| -82% | -$1.46M | 0.24% | 73 |
|
|
2018
Q3 | $1.77M | Sell |
71,463
-3,431
| -5% | -$85.1K | 0.91% | 27 |
|
|
2018
Q2 | $1.88M | Buy |
74,894
+12,469
| +20% | +$313K | 1.03% | 24 |
|
|
2018
Q1 | $1.57M | Sell |
62,425
-32,065
| -34% | -$806K | 0.91% | 27 |
|
|
2017
Q4 | $2.44M | Buy |
+94,490
| New | +$2.44M | 2.19% | 14 |
|