Axxcess Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,700	Closed	-$243K	–	917
2024 Q3	$243K	Sell	9,700 -2,000	-17%	-$50.2K	0.01%	766
2024 Q2	$289K	Sell	11,700 -12,740	-52%	-$314K	0.01%	660
2024 Q1	$608K	Buy	+24,440	New	+$608K	0.02%	490