AdvicePeriod’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $278K | Buy |
9,880
+174
| +2% | +$4.9K | 0.02% | 81 |
|
|
2021
Q1 | $269K | Sell |
9,706
-1,780
| -15% | -$49.3K | 0.02% | 81 |
|
|
2020
Q4 | $322K | Hold |
11,486
| – | – | 0.02% | 78 |
|
|
2020
Q3 | $317K | Hold |
11,486
| – | – | 0.03% | 75 |
|
|
2020
Q2 | $313K | Sell |
11,486
-2,963
| -21% | -$80.7K | 0.03% | 70 |
|
|
2020
Q1 | $390K | Buy |
+14,449
| New | +$390K | 0.04% | 83 |
|