WRPWM
Werba Rubin Papier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,770
| Closed | -$225K | – | 234 |
|
|
2025
Q1 | $225K | Hold |
9,770
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $231K | Sell |
9,770
-3,105
| -24% | -$73.3K | 0.05% | 158 |
|
|
2024
Q3 | $311K | Buy |
12,875
+25
| +0.2% | +$604 | 0.07% | 126 |
|
|
2024
Q2 | $304K | Sell |
12,850
-424
| -3% | -$10K | 0.08% | 120 |
|
|
2024
Q1 | $316K | Buy |
+13,274
| New | +$316K | 0.09% | 104 |
|