B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $226K | Buy |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $624K | Sell |
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|
2022
Q2 | $684K | Buy |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $3.63M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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