Avantax Advisory Services’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 | $381K | Sell |
16,332
-285
| -2% | -$6.65K | ﹤0.01% | 1751 |
|
|
2025
Q1 | $396K | Hold |
16,617
| – | – | ﹤0.01% | 1663 |
|
|
2024
Q4 | $410K | Hold |
16,617
| – | – | ﹤0.01% | 1574 |
|
|
2024
Q3 | $417K | Buy |
16,617
+400
| +2% | +$10K | ﹤0.01% | 1539 |
|
|
2024
Q2 | $400K | Hold |
16,217
| – | – | ﹤0.01% | 1513 |
|
|
2024
Q1 | $403K | Hold |
16,217
| – | – | ﹤0.01% | 1147 |
|
|
2023
Q4 | $405K | Sell |
16,217
-266
| -2% | -$6.65K | ﹤0.01% | 1085 |
|
|
2023
Q3 | $387K | Sell |
16,483
-8,325
| -34% | -$195K | ﹤0.01% | 1057 |
|
|
2023
Q2 | $611K | Sell |
24,808
-2,351
| -9% | -$57.9K | 0.01% | 869 |
|
|
2023
Q1 | $673K | Buy |
27,159
+3,479
| +15% | +$86.2K | 0.01% | 804 |
|
|
2022
Q4 | $572K | Buy |
23,680
+730
| +3% | +$17.6K | 0.01% | 807 |
|
|
2022
Q3 | $532K | Buy |
+22,950
| New | +$532K | 0.01% | 746 |
|