Bristlecone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,225
| Closed | -$101K | – | 350 |
|
|
2025
Q1 | $101K | Buy |
4,225
+125
| +3% | +$2.98K | 0.01% | 295 |
|
|
2024
Q4 | $101K | Buy |
4,100
+1,000
| +32% | +$24.7K | 0.01% | 293 |
|
|
2024
Q3 | $77.7K | Buy |
+3,100
| New | +$77.7K | 0.01% | 307 |
|
|
2023
Q2 | – | Sell |
-1,982
| Closed | -$49.1K | – | 318 |
|
|
2023
Q1 | $49.1K | Buy |
+1,982
| New | +$49.1K | 0.01% | 300 |
|