Cambridge Investment Research Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,494
| Closed | -$216K | – | 3268 |
|
|
2023
Q1 | $216K | Sell |
9,494
-1,013
| -10% | -$23K | ﹤0.01% | 2763 |
|
|
2022
Q4 | $233K | Hold |
10,507
| – | – | ﹤0.01% | 2637 |
|
|
2022
Q3 | $224K | Sell |
10,507
-1,000
| -9% | -$21.3K | ﹤0.01% | 2608 |
|
|
2022
Q2 | $259K | Hold |
11,507
| – | – | ﹤0.01% | 2514 |
|
|
2022
Q1 | $275K | Sell |
11,507
-7,274
| -39% | -$174K | ﹤0.01% | 2611 |
|
|
2021
Q4 | $490K | Buy |
18,781
+5,208
| +38% | +$136K | ﹤0.01% | 2120 |
|
|
2021
Q3 | $353K | Sell |
13,573
-2,618
| -16% | -$68.1K | ﹤0.01% | 2327 |
|
|
2021
Q2 | $427K | Buy |
+16,191
| New | +$427K | ﹤0.01% | 2180 |
|