Bradley & Co Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,457
| Closed | -$173K | – | 184 |
|
|
2022
Q3 | $173K | Sell |
7,457
-26,475
| -78% | -$614K | 0.21% | 37 |
|
|
2022
Q2 | $825K | Sell |
33,932
-6,124
| -15% | -$149K | 0.91% | 23 |
|
|
2022
Q1 | $1.03M | Buy |
+40,056
| New | +$1.03M | 0.89% | 22 |
|
|
2021
Q3 | – | Sell |
-3,315
| Closed | -$93K | – | 170 |
|
|
2021
Q2 | $93K | Hold |
3,315
| – | – | 0.08% | 75 |
|
|
2021
Q1 | $92K | Buy |
+3,315
| New | +$92K | 0.08% | 75 |
|