Flynn Zito Capital Management’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 | $4.39M | Sell |
202,758
-2,466
| -1% | -$53.4K | 1.85% | 14 |
|
|
2025
Q1 | $4.54M | Buy |
205,224
+28,084
| +16% | +$621K | 2.08% | 14 |
|
|
2024
Q4 | $4.02M | Sell |
177,140
-12,358
| -7% | -$281K | 1.87% | 13 |
|
|
2024
Q3 | $4.42M | Sell |
189,498
-2,959
| -2% | -$69.1K | 2.14% | 12 |
|
|
2024
Q2 | $4.42M | Buy |
192,457
+17,926
| +10% | +$412K | 2.26% | 12 |
|
|
2024
Q1 | $4.02M | Sell |
174,531
-454
| -0.3% | -$10.5K | 2.08% | 13 |
|
|
2023
Q4 | $4.05M | Sell |
174,985
-489
| -0.3% | -$11.3K | 2.73% | 10 |
|
|
2023
Q3 | $3.73M | Buy |
175,474
+4,001
| +2% | +$85K | 2.62% | 11 |
|
|
2023
Q2 | $3.9M | Sell |
171,473
-1,581
| -0.9% | -$36K | 2.63% | 11 |
|
|
2023
Q1 | $3.94M | Buy |
173,054
+15,644
| +10% | +$356K | 2.86% | 11 |
|
|
2022
Q4 | $3.48M | Sell |
157,410
-19,146
| -11% | -$424K | 2.91% | 11 |
|
|
2022
Q3 | $3.77M | Buy |
+176,556
| New | +$3.77M | 3.73% | 9 |
|
|
2022
Q2 | – | Sell |
-171,855
| Closed | -$4.11M | – | 107 |
|
|
2022
Q1 | $4.11M | Buy |
171,855
+277
| +0.2% | +$6.62K | 3.49% | 9 |
|
|
2021
Q4 | $4.48M | Buy |
+171,578
| New | +$4.48M | 3.8% | 9 |
|