Alpha Cubed Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,790
| Closed | -$444K | – | 315 |
|
|
2023
Q4 | $444K | Hold |
17,790
| – | – | 0.02% | 163 |
|
|
2023
Q3 | $418K | Hold |
17,790
| – | – | 0.03% | 151 |
|
|
2023
Q2 | $438K | Hold |
17,790
| – | – | 0.03% | 154 |
|
|
2023
Q1 | $441K | Hold |
17,790
| – | – | 0.03% | 158 |
|
|
2022
Q4 | $429K | Hold |
17,790
| – | – | 0.03% | 177 |
|
|
2022
Q3 | $412K | Hold |
17,790
| – | – | 0.03% | 165 |
|
|
2022
Q2 | $433K | Hold |
17,790
| – | – | 0.03% | 182 |
|
|
2022
Q1 | $459K | Hold |
17,790
| – | – | 0.03% | 199 |
|
|
2021
Q4 | $496K | Hold |
17,790
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $494K | Buy |
+17,790
| New | +$494K | 0.04% | 166 |
|