Blue Zone Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,335
Closed -$307K 72
2020
Q2
$307K Sell
5,335
-1,220
-19% -$70.2K 0.17% 55
2020
Q1
$370K Hold
6,555
0.35% 35
2019
Q4
$374K Buy
+6,555
New +$374K 0.24% 36