Boyd 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-197,318
| Closed | -$4.87M | – | 49 |
|
|
2024
Q2 | $4.87M | Buy |
+197,318
| New | +$4.87M | 2.69% | 12 |
|
|
2024
Q1 | – | Sell |
-15,895
| Closed | -$397K | – | 43 |
|
|
2023
Q4 | $397K | Sell |
15,895
-226,718
| -93% | -$5.66M | 0.25% | 34 |
|
|
2023
Q3 | $5.69M | Buy |
242,613
+21,164
| +10% | +$497K | 3.83% | 10 |
|
|
2023
Q2 | $5.46M | Buy |
+221,449
| New | +$5.46M | 3.31% | 11 |
|