Carson Wealth (CWM LLC)’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 Q4	–	Sell	-4,390	Closed	-$93K	–	4440
2023 Q3	$93K	Hold	4,390	–	–	﹤0.01%	1675
2023 Q2	$100K	Buy	+4,390	New	+$100K	﹤0.01%	1565