BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,265
| Closed | -$35K | – | 1246 |
|
|
2020
Q4 | $35K | Hold |
1,265
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $35K | Hold |
1,265
| – | – | 0.01% | 368 |
|
|
2020
Q2 | $35K | Sell |
1,265
-135
| -10% | -$3.74K | 0.01% | 364 |
|
|
2020
Q1 | $38K | Hold |
1,400
| – | – | 0.01% | 364 |
|
|
2019
Q4 | $38K | Hold |
1,400
| – | – | 0.01% | 326 |
|
|
2019
Q3 | $38K | Hold |
1,400
| – | – | 0.01% | 345 |
|
|
2019
Q2 | $38K | Hold |
1,400
| – | – | 0.01% | 332 |
|
|
2019
Q1 | $37K | Buy |
+1,400
| New | +$37K | 0.01% | 313 |
|