MinichMacGregor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,200
| Closed | -$26.6K | – | 504 |
|
|
2022
Q4 | $26.6K | Buy |
+1,200
| New | +$26.6K | 0.01% | 259 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$28K | – | 408 |
|
|
2018
Q3 | $28K | Hold |
1,200
| – | – | 0.02% | 177 |
|
|
2018
Q2 | $28K | Buy |
+1,200
| New | +$28K | 0.02% | 174 |
|