Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
17,019
-20,171
| -54% | -$437K | 0.01% | 1053 |
|
|
2025
Q1 | $822K | Buy |
37,190
+10,010
| +37% | +$221K | 0.01% | 731 |
|
|
2024
Q4 | $617K | Buy |
27,180
+14,364
| +112% | +$326K | 0.01% | 852 |
|
|
2024
Q3 | $299K | Hold |
12,816
| – | – | ﹤0.01% | 1150 |
|
|
2024
Q2 | $294K | Hold |
12,816
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q1 | $295K | Buy |
12,816
+1,079
| +9% | +$24.9K | ﹤0.01% | 1108 |
|
|
2023
Q4 | $271K | Buy |
+11,737
| New | +$271K | 0.01% | 1130 |
|