WhitTier Trust Company’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
Q1 | – | Sell |
-1,115
| Closed | -$26.3K | – | 1451 |
|
|
2024
Q4 | $26.3K | Hold |
1,115
| – | – | ﹤0.01% | 881 |
|
|
2024
Q3 | $26.9K | Hold |
1,115
| – | – | ﹤0.01% | 881 |
|
|
2024
Q2 | $26.4K | Hold |
1,115
| – | – | ﹤0.01% | 842 |
|
|
2024
Q1 | $26.6K | Hold |
1,115
| – | – | ﹤0.01% | 804 |
|
|
2023
Q4 | $27K | Sell |
1,115
-432
| -28% | -$10.4K | ﹤0.01% | 783 |
|
|
2023
Q3 | $34.3K | Hold |
1,547
| – | – | ﹤0.01% | 709 |
|
|
2023
Q2 | $36.5K | Hold |
1,547
| – | – | ﹤0.01% | 738 |
|
|
2023
Q1 | $36.6K | Sell |
1,547
-2,810
| -64% | -$66.5K | ﹤0.01% | 723 |
|
|
2022
Q4 | $99.9K | Hold |
4,357
| – | – | ﹤0.01% | 563 |
|
|
2022
Q3 | $96K | Hold |
4,357
| – | – | ﹤0.01% | 564 |
|
|
2022
Q2 | $102K | Sell |
4,357
-683
| -14% | -$16K | ﹤0.01% | 554 |
|
|
2022
Q1 | $126K | Buy |
5,040
+2,810
| +126% | +$70.3K | ﹤0.01% | 532 |
|
|
2021
Q4 | $60K | Buy |
2,230
+1,115
| +100% | +$30K | ﹤0.01% | 647 |
|
|
2021
Q3 | $30K | Buy |
+1,115
| New | +$30K | ﹤0.01% | 762 |
|