Sierra Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,580
| Closed | -$57K | – | 479 |
|
|
2022
Q4 | $57K | Sell |
2,580
-68
| -3% | -$1.5K | 0.01% | 245 |
|
|
2022
Q3 | $56K | Hold |
2,648
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $60K | Hold |
2,648
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $63K | Hold |
2,648
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $69K | Hold |
2,648
| – | – | 0.01% | 320 |
|
|
2021
Q3 | $69K | Buy |
+2,648
| New | +$69K | 0.01% | 290 |
|