Brio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $686K | Sell |
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|
2022
Q2 | $17.6M | Buy |
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|
2022
Q1 | $6.43M | Sell |
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|
2021
Q4 | $13.3M | Buy |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $8.68M | Buy |
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|
2020
Q4 | $7.38M | Buy |
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|
2020
Q3 | $6.5M | Buy |
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|
2020
Q2 | $5.22M | Buy |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $331K | Buy |
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