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 |
|