Brinker Capital Investments’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
Q2 | $2.02M | Sell |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.36M | Sell |
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|
2024
Q3 | $2.46M | Sell |
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|
2024
Q2 | $2.62M | Hold |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.6M | Sell |
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|
2023
Q2 | $7.81M | Buy |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $530K | Sell |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.34M | Hold |
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|
2021
Q2 | $1.36M | Hold |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $467K | Sell |
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|
2020
Q3 | $986K | Hold |
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|
2020
Q2 | $975K | Buy |
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|
2020
Q1 | $845K | Buy |
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|
2019
Q4 | $854K | Buy |
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|
2019
Q3 | $530K | Sell |
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|
2019
Q2 | $606K | Sell |
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|
2019
Q1 | $701K | Sell |
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|
2018
Q4 | $817K | Buy |
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|
2018
Q3 | $689K | Buy |
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|
2018
Q2 | $505K | Buy |
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|
2018
Q1 | $466K | Hold |
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|
2017
Q4 | $478K | Buy |
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|
2017
Q3 | $401K | Sell |
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|
2017
Q2 | $421K | Buy |
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|
2017
Q1 | $297K | Sell |
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|
2016
Q4 | $332K | Buy |
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