Avantax Planning 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 | $357K | Sell |
15,296
-9,852
| -39% | -$230K | 0.01% | 320 |
|
|
2025
Q1 | $600K | Sell |
25,148
-158
| -0.6% | -$3.77K | 0.02% | 229 |
|
|
2024
Q4 | $625K | Sell |
25,306
-84
| -0.3% | -$2.08K | 0.02% | 226 |
|
|
2024
Q3 | $637K | Hold |
25,390
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $626K | Hold |
25,390
| – | – | 0.02% | 257 |
|
|
2024
Q1 | $631K | Sell |
25,390
-1,356
| -5% | -$33.7K | 0.02% | 261 |
|
|
2023
Q4 | $668K | Buy |
26,746
+14,456
| +118% | +$361K | 0.03% | 208 |
|
|
2023
Q3 | $288K | Hold |
12,290
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $303K | Hold |
12,290
| – | – | 0.01% | 295 |
|
|
2023
Q1 | $304K | Sell |
12,290
-203
| -2% | -$5.03K | 0.01% | 290 |
|
|
2022
Q4 | $302K | Buy |
+12,493
| New | +$302K | 0.01% | 298 |
|