JPMorgan Chase & Co’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 | $254K | Buy |
11,752
+3,492
| +42% | +$75.6K | ﹤0.01% | 4364 |
|
|
2025
Q1 | $183K | Sell |
8,260
-2,683
| -25% | -$59.3K | ﹤0.01% | 4472 |
|
|
2024
Q4 | $248K | Buy |
10,943
+10,230
| +1,435% | +$232K | ﹤0.01% | 4447 |
|
|
2024
Q3 | $16.6K | Sell |
713
-26
| -4% | -$607 | ﹤0.01% | 5230 |
|
|
2024
Q2 | $17K | Buy |
+739
| New | +$17K | ﹤0.01% | 5179 |
|
|
2023
Q4 | – | Sell |
-1,153
| Closed | -$24.5K | – | 6687 |
|
|
2023
Q3 | $24.5K | Buy |
+1,153
| New | +$24.5K | ﹤0.01% | 5101 |
|
|
2019
Q1 | – | Sell |
-261
| Closed | -$6K | – | 4945 |
|
|
2018
Q4 | $6K | Buy |
+261
| New | +$6K | ﹤0.01% | 4690 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$12K | – | 4767 |
|
|
2017
Q4 | $12K | Buy |
500
+50
| +11% | +$1.2K | ﹤0.01% | 4470 |
|
|
2017
Q3 | $11K | Hold |
450
| – | – | ﹤0.01% | 4036 |
|
|
2017
Q2 | $11K | Hold |
450
| – | – | ﹤0.01% | 4030 |
|
|
2017
Q1 | $11K | Hold |
450
| – | – | ﹤0.01% | 4190 |
|
|
2016
Q4 | $11K | Buy |
+450
| New | +$11K | ﹤0.01% | 4245 |
|