Ameritas Investment Partners’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 | $75.6K | Buy |
3,241
+15
| +0.5% | +$350 | ﹤0.01% | 1923 |
|
|
2025
Q1 | $76.9K | Sell |
3,226
-65
| -2% | -$1.55K | ﹤0.01% | 1874 |
|
|
2024
Q4 | $81.3K | Sell |
3,291
-191
| -5% | -$4.72K | ﹤0.01% | 1905 |
|
|
2024
Q3 | $87.3K | Sell |
3,482
-95
| -3% | -$2.38K | ﹤0.01% | 1878 |
|
|
2024
Q2 | $88.3K | Sell |
3,577
-105
| -3% | -$2.59K | ﹤0.01% | 1813 |
|
|
2024
Q1 | $91.6K | Sell |
3,682
-169
| -4% | -$4.2K | ﹤0.01% | 1795 |
|
|
2023
Q4 | $96.2K | Sell |
3,851
-797
| -17% | -$19.9K | ﹤0.01% | 1756 |
|
|
2023
Q3 | $109K | Sell |
4,648
-6,208
| -57% | -$146K | ﹤0.01% | 1594 |
|
|
2023
Q2 | $267K | Buy |
10,856
+3,150
| +41% | +$77.6K | 0.01% | 976 |
|
|
2023
Q1 | $191K | Sell |
7,706
-195
| -2% | -$4.83K | 0.01% | 1126 |
|
|
2022
Q4 | $191K | Sell |
7,901
-380
| -5% | -$9.17K | 0.01% | 1163 |
|
|
2022
Q3 | $191K | Buy |
8,281
+2
| +0% | +$46 | 0.01% | 1085 |
|
|
2022
Q2 | $201K | Sell |
8,279
-115
| -1% | -$2.79K | 0.01% | 1066 |
|
|
2022
Q1 | $216K | Buy |
8,394
+219
| +3% | +$5.64K | 0.01% | 1141 |
|
|
2021
Q4 | $228K | Buy |
8,175
+504
| +7% | +$14.1K | 0.01% | 1146 |
|
|
2021
Q3 | $212K | Buy |
7,671
+118
| +2% | +$3.26K | 0.01% | 1161 |
|
|
2021
Q2 | $212K | Buy |
7,553
+509
| +7% | +$14.3K | 0.01% | 1201 |
|
|
2021
Q1 | $194K | Buy |
7,044
+86
| +1% | +$2.37K | 0.01% | 1233 |
|
|
2020
Q4 | $194K | Buy |
6,958
+25
| +0.4% | +$697 | 0.01% | 1178 |
|
|
2020
Q3 | $191K | Buy |
6,933
+1,108
| +19% | +$30.5K | 0.01% | 1052 |
|
|
2020
Q2 | $158K | Buy |
5,825
+9
| +0.2% | +$244 | 0.01% | 1123 |
|
|
2020
Q1 | $156K | Buy |
5,816
+638
| +12% | +$17.1K | 0.01% | 1038 |
|
|
2019
Q4 | $141K | Buy |
5,178
+1,056
| +26% | +$28.8K | 0.01% | 1307 |
|
|
2019
Q3 | $112K | Buy |
4,122
+3,375
| +452% | +$91.7K | 0.01% | 1399 |
|
|
2019
Q2 | $20K | Buy |
+747
| New | +$20K | ﹤0.01% | 2442 |
|