Bartlett & Co Wealth Management’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 | $89.6K | Hold |
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|
2025
Q2 | $87.5K | Buy |
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2025
Q1 | $34.1K | Hold |
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|
2024
Q4 | $35.3K | Hold |
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|
2024
Q3 | $35.9K | Hold |
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|
2024
Q2 | $35.3K | Hold |
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|
2024
Q1 | $35.6K | Hold |
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|
2023
Q4 | $35.8K | Hold |
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|
2023
Q3 | $33.6K | Hold |
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|
2023
Q2 | $35.2K | Hold |
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|
2023
Q1 | $35.4K | Hold |
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|
2022
Q4 | $34.5K | Hold |
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|
2022
Q3 | $33.1K | Hold |
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|
2022
Q2 | $34.8K | Hold |
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|
2022
Q1 | $36.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $39.7K | Buy |
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|
2021
Q2 | $35.1K | Hold |
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|
2021
Q1 | $34.6K | Hold |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $34.5K | Buy |
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