Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $471K | Buy |
20,760
+4,383
| +27% | +$99.5K | 0.24% | 69 |
|
|
2024
Q3 | $382K | Buy |
16,377
+450
| +3% | +$10.5K | 0.22% | 69 |
|
|
2024
Q2 | $366K | Buy |
15,927
+146
| +0.9% | +$3.35K | 0.23% | 67 |
|
|
2024
Q1 | $364K | Buy |
15,781
+36
| +0.2% | +$829 | 0.23% | 62 |
|
|
2023
Q4 | $364K | Buy |
15,745
+119
| +0.8% | +$2.75K | 0.26% | 61 |
|
|
2023
Q3 | $332K | Buy |
15,626
+76
| +0.5% | +$1.61K | 0.26% | 60 |
|
|
2023
Q2 | $354K | Buy |
15,550
+67
| +0.4% | +$1.52K | 0.27% | 62 |
|
|
2023
Q1 | $353K | Hold |
15,483
| – | – | 0.28% | 61 |
|
|
2022
Q4 | $343K | Buy |
+15,483
| New | +$343K | 0.29% | 63 |
|