Bouchey Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-73,951
| Closed | -$1.78M | – | 72 |
|
2015
Q3 | $1.78M | Sell |
73,951
-2,890
| -4% | -$69.4K | 0.85% | 27 |
|
2015
Q2 | $1.83M | Buy |
76,841
+2,665
| +4% | +$63.5K | 0.78% | 30 |
|
2015
Q1 | $1.82M | Sell |
74,176
-1,797
| -2% | -$44K | 0.82% | 30 |
|
2014
Q4 | $1.86M | Sell |
75,973
-2,888
| -4% | -$70.6K | 0.87% | 30 |
|
2014
Q3 | $1.91M | Buy |
78,861
+20,115
| +34% | +$486K | 0.97% | 34 |
|
2014
Q2 | $1.41M | Buy |
58,746
+28,580
| +95% | +$686K | 0.76% | 35 |
|
2014
Q1 | $698K | Sell |
30,166
-350
| -1% | -$8.1K | 0.42% | 42 |
|
2013
Q4 | $689K | Buy |
+30,516
| New | +$689K | 0.49% | 42 |
|