B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,632
| Closed | -$226K | – | 1558 |
|
|
2024
Q1 | $226K | Buy |
9,632
+240
| +3% | +$5.63K | 0.01% | 1198 |
|
|
2023
Q4 | $235K | Sell |
9,392
-240
| -2% | -$6K | 0.01% | 1171 |
|
|
2023
Q3 | $226K | Buy |
9,632
+32
| +0.3% | +$751 | 0.01% | 1198 |
|
|
2023
Q2 | $237K | Sell |
9,600
-4,926
| -34% | -$121K | 0.01% | 1259 |
|
|
2023
Q1 | $360K | Sell |
14,526
-12,435
| -46% | -$308K | 0.01% | 966 |
|
|
2022
Q4 | $651K | Buy |
26,961
+66
| +0.2% | +$1.59K | 0.02% | 686 |
|
|
2022
Q3 | $624K | Sell |
26,895
-1,195
| -4% | -$27.7K | 0.02% | 668 |
|
|
2022
Q2 | $684K | Buy |
28,090
+4,890
| +21% | +$119K | 0.03% | 539 |
|
|
2022
Q1 | $599K | Sell |
23,200
-106,976
| -82% | -$2.76M | 0.02% | 665 |
|
|
2021
Q4 | $3.63M | Buy |
130,176
+62,057
| +91% | +$1.73M | 0.1% | 204 |
|
|
2021
Q3 | $1.89M | Buy |
+68,119
| New | +$1.89M | 0.06% | 352 |
|