AE Wealth Management’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
Q3
Sell
-7,743
Closed -$208K 1041
2019
Q2
$208K Buy
7,743
+46
+0.6% +$1.24K 0.01% 890
2019
Q1
$203K Sell
7,697
-761
-9% -$20.1K 0.01% 591
2018
Q4
$218K Sell
8,458
-3,066
-27% -$79K 0.04% 430
2018
Q3
$294K Buy
+11,524
New +$294K 0.02% 457