EP Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
70,770
-5,600
| -7% | -$121K | 0.01% | 471 |
|
|
2025
Q1 | $1.69M | Sell |
76,370
-16,130
| -17% | -$356K | 0.01% | 395 |
|
|
2024
Q4 | $2.1M | Buy |
92,500
+7,000
| +8% | +$159K | 0.02% | 352 |
|
|
2024
Q3 | $2M | Hold |
85,500
| – | – | 0.02% | 358 |
|
|
2024
Q2 | $1.96M | Hold |
85,500
| – | – | 0.02% | 285 |
|
|
2024
Q1 | $1.97M | Hold |
85,500
| – | – | 0.02% | 266 |
|
|
2023
Q4 | $1.98M | Buy |
+85,500
| New | +$1.98M | 0.03% | 257 |
|