Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,088
| Closed | -$109K | – | 3448 |
|
|
2022
Q3 | $109K | Buy |
5,088
+4,372
| +611% | +$93.7K | ﹤0.01% | 1615 |
|
|
2022
Q2 | $16K | Hold |
716
| – | – | ﹤0.01% | 2354 |
|
|
2022
Q1 | $17K | Buy |
716
+3
| +0.4% | +$71 | ﹤0.01% | 2370 |
|
|
2021
Q4 | $19K | Buy |
713
+7
| +1% | +$187 | ﹤0.01% | 2360 |
|
|
2021
Q3 | $18K | Buy |
+706
| New | +$18K | ﹤0.01% | 2262 |
|
|
2015
Q2 | – | Sell |
-2,065
| Closed | -$51K | – | 1589 |
|
|
2015
Q1 | $51K | Buy |
+2,065
| New | +$51K | ﹤0.01% | 648 |
|