Cambridge Investment Research Advisors’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 | $1.11M | Sell |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $744K | Buy |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $550K | Buy |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $523K | Buy |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $455K | Hold |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $737K | Buy |
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|
2021
Q3 | $592K | Sell |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $591K | Sell |
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|
2020
Q3 | $778K | Buy |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $847K | Sell |
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|
2019
Q4 | $876K | Sell |
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|
2019
Q3 | $935K | Buy |
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|
2019
Q2 | $605K | Buy |
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|
2019
Q1 | $453K | Buy |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $317K | Buy |
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|
2018
Q1 | $315K | Buy |
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|
2017
Q4 | $321K | Buy |
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|
2017
Q3 | $309K | Sell |
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|
2017
Q2 | $309K | Buy |
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|
2017
Q1 | $282K | Buy |
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|
2016
Q4 | $232K | Buy |
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|
2016
Q3 | $206K | Buy |
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