Affinity Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
53,170
-136,637
| -72% | -$3.19M | 0.21% | 61 |
|
|
2025
Q1 | $4.35M | Sell |
189,807
-19,875
| -9% | -$455K | 0.86% | 22 |
|
|
2024
Q4 | $5.17M | Sell |
209,682
-14,175
| -6% | -$349K | 0.97% | 22 |
|
|
2024
Q3 | $5.61M | Buy |
+223,857
| New | +$5.61M | 1.09% | 20 |
|
|
2024
Q2 | – | Sell |
-172,398
| Closed | -$4.29M | – | 155 |
|
|
2024
Q1 | $4.29M | Buy |
172,398
+2,172
| +1% | +$54K | 0.96% | 24 |
|
|
2023
Q4 | $4.25M | Buy |
170,226
+17,696
| +12% | +$442K | 1.04% | 22 |
|
|
2023
Q3 | $3.58M | Buy |
152,530
+97,926
| +179% | +$2.3M | 0.98% | 22 |
|
|
2023
Q2 | $1.35M | Buy |
+54,604
| New | +$1.35M | 0.36% | 47 |
|