Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,706
| Closed | -$224K | – | 2011 |
|
|
2024
Q1 | $224K | Sell |
9,706
-1,471
| -13% | -$33.9K | ﹤0.01% | 1738 |
|
|
2023
Q4 | $258K | Sell |
11,177
-9,996
| -47% | -$231K | ﹤0.01% | 1594 |
|
|
2023
Q3 | $450K | Sell |
21,173
-312
| -1% | -$6.63K | 0.01% | 1172 |
|
|
2023
Q2 | $489K | Sell |
21,485
-1,093
| -5% | -$24.9K | 0.01% | 1167 |
|
|
2023
Q1 | $514K | Buy |
22,578
+2,421
| +12% | +$55.2K | 0.01% | 1112 |
|
|
2022
Q4 | $446K | Buy |
20,157
+996
| +5% | +$22K | 0.01% | 1136 |
|
|
2022
Q3 | $409K | Buy |
19,161
+455
| +2% | +$9.71K | 0.01% | 1134 |
|
|
2022
Q2 | $421K | Sell |
18,706
-45
| -0.2% | -$1.01K | 0.01% | 1034 |
|
|
2022
Q1 | $448K | Buy |
+18,751
| New | +$448K | 0.01% | 1126 |
|