Jones Financial Companies’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8K | Hold |
1,894
| – | – | ﹤0.01% | 2306 |
|
|
2025
Q1 | $42.1K | Buy |
+1,894
| New | +$42.1K | ﹤0.01% | 2130 |
|
|
2024
Q3 | – | Sell |
-1,435
| Closed | -$32.9K | – | 3102 |
|
|
2024
Q2 | $32.9K | Hold |
1,435
| – | – | ﹤0.01% | 1392 |
|
|
2024
Q1 | $33.1K | Buy |
1,435
+1,300
| +963% | +$29.9K | ﹤0.01% | 806 |
|
|
2023
Q4 | $3.12K | Buy |
+135
| New | +$3.12K | ﹤0.01% | 837 |
|