Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 6324 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6999 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6993 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7006 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7005 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6936 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6775 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6615 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6376 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6384 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6206 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6157 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6040 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6006 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5832 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5642 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5461 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5313 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5110 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4977 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4941 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4879 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4685 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4818 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 4752 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4640 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4405 |
|