WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,830
| Closed | -$207K | – | 403 |
|
|
2019
Q4 | $207K | Sell |
7,830
-800
| -9% | -$21.1K | 0.03% | 392 |
|
|
2019
Q3 | $229K | Hold |
8,630
| – | – | 0.03% | 377 |
|
|
2019
Q2 | $226K | Buy |
+8,630
| New | +$226K | 0.04% | 398 |
|
|
2017
Q2 | – | Sell |
-16,866
| Closed | -$422K | – | 310 |
|
|
2017
Q1 | $422K | Sell |
16,866
-11,493
| -41% | -$288K | 0.16% | 145 |
|
|
2016
Q4 | $706K | Hold |
28,359
| – | – | 0.3% | 72 |
|
|
2016
Q3 | $738K | Buy |
+28,359
| New | +$738K | 0.27% | 86 |
|