Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $425K | Buy |
15,556
+44
| +0.3% | +$1.2K | ﹤0.01% | 1790 |
|
|
2019
Q3 | $424K | Sell |
15,512
-3,505
| -18% | -$95.8K | ﹤0.01% | 1742 |
|
|
2019
Q2 | $511K | Buy |
19,017
+5,029
| +36% | +$135K | ﹤0.01% | 1590 |
|
|
2019
Q1 | $368K | Sell |
13,988
-2,463
| -15% | -$64.8K | ﹤0.01% | 1815 |
|
|
2018
Q4 | $425K | Buy |
16,451
+4,393
| +36% | +$113K | ﹤0.01% | 1525 |
|
|
2018
Q3 | $307K | Buy |
12,058
+770
| +7% | +$19.6K | ﹤0.01% | 1846 |
|
|
2018
Q2 | $291K | Sell |
11,288
-989
| -8% | -$25.5K | ﹤0.01% | 1697 |
|
|
2018
Q1 | $315K | Buy |
12,277
+4,545
| +59% | +$117K | ﹤0.01% | 1650 |
|
|
2017
Q4 | $204K | Sell |
7,732
-1,102
| -12% | -$29.1K | ﹤0.01% | 1987 |
|
|
2017
Q3 | $231K | Sell |
8,834
-410
| -4% | -$10.7K | ﹤0.01% | 1747 |
|
|
2017
Q2 | $241K | Sell |
9,244
-959
| -9% | -$25K | ﹤0.01% | 1647 |
|
|
2017
Q1 | $258K | Buy |
10,203
+42
| +0.4% | +$1.06K | 0.01% | 1476 |
|
|
2016
Q4 | $257K | Sell |
10,161
-73
| -0.7% | -$1.85K | 0.01% | 1386 |
|
|
2016
Q3 | $272K | Buy |
10,234
+2,239
| +28% | +$59.5K | 0.01% | 1325 |
|
|
2016
Q2 | $214K | Buy |
+7,995
| New | +$214K | 0.01% | 1419 |
|