Apriem Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $716K | Sell |
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|
2021
Q4 | $864K | Buy |
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|
2021
Q3 | $853K | Buy |
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|
2021
Q2 | $758K | Buy |
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|
2021
Q1 | $737K | Buy |
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|
2020
Q4 | $718K | Buy |
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|
2020
Q3 | $563K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $629K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $418K | Sell |
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|
2018
Q3 | $480K | Sell |
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|
2018
Q2 | $587K | Sell |
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|
2018
Q1 | $632K | Buy |
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|
2017
Q4 | $636K | Buy |
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|
2017
Q3 | $579K | Buy |
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|
2017
Q2 | $515K | Buy |
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|
2017
Q1 | $434K | Buy |
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|
2016
Q4 | $433K | Sell |
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|
2016
Q3 | $640K | Buy |
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|
2016
Q2 | $435K | Buy |
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|
2016
Q1 | $415K | Buy |
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|
2015
Q4 | $368K | Buy |
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|
2015
Q3 | $353K | Sell |
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|
2015
Q2 | $398K | Buy |
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|
2015
Q1 | $325K | Buy |
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|
2014
Q4 | $192K | Buy |
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|
2014
Q3 | $169K | Buy |
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|
2014
Q2 | $165K | Buy |
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|
2014
Q1 | $113K | Buy |
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|
2013
Q4 | $108K | Sell |
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|
2013
Q3 | $119K | Buy |
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|
2013
Q2 | $106K | Buy |
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