Glass Jacobson Investment 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 | – | Sell |
-407
| Closed | -$9.24K | – | 775 |
|
|
2025
Q1 | $9.24K | Hold |
407
| – | – | ﹤0.01% | 607 |
|
|
2024
Q4 | $9.24K | Buy |
407
+3
| +0.7% | +$68 | ﹤0.01% | 607 |
|
|
2024
Q3 | $9.43K | Buy |
404
+3
| +0.7% | +$70 | ﹤0.01% | 574 |
|
|
2024
Q2 | $9.2K | Buy |
401
+3
| +0.8% | +$69 | ﹤0.01% | 561 |
|
|
2024
Q1 | $9.17K | Buy |
398
+3
| +0.8% | +$69 | ﹤0.01% | 567 |
|
|
2023
Q4 | $9.14K | Buy |
395
+3
| +0.8% | +$69 | ﹤0.01% | 531 |
|
|
2023
Q3 | $8.33K | Buy |
392
+3
| +0.8% | +$64 | ﹤0.01% | 514 |
|
|
2023
Q2 | $8.85K | Buy |
+389
| New | +$8.85K | ﹤0.01% | 517 |
|
|
2022
Q4 | $8.49K | Buy |
+384
| New | +$8.49K | ﹤0.01% | 532 |
|