McDonald Partners’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Hold |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $482K | Hold |
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|
2024
Q3 | $496K | Buy |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $354K | Hold |
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|
2020
Q4 | $359K | Buy |
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