Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $365K | Sell |
|
|||||
|
2025
Q2 | $357K | Sell |
|
|||||
|
2025
Q1 | $600K | Sell |
|
|||||
|
2024
Q4 | $625K | Sell |
|
|||||
|
2024
Q3 | $637K | Hold |
|
|||||
|
2024
Q2 | $626K | Hold |
|
|||||
|
2024
Q1 | $631K | Sell |
|
|||||
|
2023
Q4 | $668K | Buy |
|
|||||
|
2023
Q3 | $288K | Hold |
|
|||||
|
2023
Q2 | $303K | Hold |
|
|||||
|
2023
Q1 | $304K | Sell |
|
|||||
|
2022
Q4 | $302K | Buy |
|