American Financial & Tax Strategies’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.4M Sell
110,955
-4,978
-4% -$108K 1.24% 29
2025
Q1
$2.56M Sell
115,933
-8,115
-7% -$179K 1.38% 30
2024
Q4
$2.82M Sell
124,048
-2,106
-2% -$47.8K 1.46% 28
2024
Q3
$2.95M Sell
126,154
-1,062
-0.8% -$24.8K 1.49% 25
2024
Q2
$2.92M Buy
127,216
+3,455
+3% +$79.3K 1.54% 24
2024
Q1
$2.85M Buy
+123,761
New +$2.85M 1.53% 27