Bartlett & Co Wealth Management’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 | $87.5K | Buy |
3,747
+2,317
| +162% | +$54.1K | ﹤0.01% | 573 |
|
|
2025
Q1 | $34.1K | Hold |
1,430
| – | – | ﹤0.01% | 727 |
|
|
2024
Q4 | $35.3K | Hold |
1,430
| – | – | ﹤0.01% | 715 |
|
|
2024
Q3 | $35.9K | Hold |
1,430
| – | – | ﹤0.01% | 718 |
|
|
2024
Q2 | $35.3K | Hold |
1,430
| – | – | ﹤0.01% | 723 |
|
|
2024
Q1 | $35.6K | Hold |
1,430
| – | – | ﹤0.01% | 717 |
|
|
2023
Q4 | $35.8K | Hold |
1,430
| – | – | ﹤0.01% | 757 |
|
|
2023
Q3 | $33.6K | Hold |
1,430
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $35.2K | Hold |
1,430
| – | – | ﹤0.01% | 723 |
|
|
2023
Q1 | $35.4K | Hold |
1,430
| – | – | ﹤0.01% | 614 |
|
|
2022
Q4 | $34.5K | Hold |
1,430
| – | – | ﹤0.01% | 631 |
|
|
2022
Q3 | $33.1K | Hold |
1,430
| – | – | ﹤0.01% | 629 |
|
|
2022
Q2 | $34.8K | Hold |
1,430
| – | – | ﹤0.01% | 637 |
|
|
2022
Q1 | $36.9K | Buy |
+1,430
| New | +$36.9K | ﹤0.01% | 637 |
|
|
2021
Q4 | – | Sell |
-1,430
| Closed | -$39.7K | – | 764 |
|
|
2021
Q3 | $39.7K | Buy |
1,430
+180
| +14% | +$5K | ﹤0.01% | 544 |
|
|
2021
Q2 | $35.1K | Hold |
1,250
| – | – | ﹤0.01% | 553 |
|
|
2021
Q1 | $34.6K | Hold |
1,250
| – | – | ﹤0.01% | 595 |
|
|
2020
Q4 | $35K | Hold |
1,250
| – | – | ﹤0.01% | 592 |
|
|
2020
Q3 | $34.5K | Buy |
+1,250
| New | +$34.5K | ﹤0.01% | 541 |
|