Coe Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $635K | Hold |
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|
2020
Q2 | $628K | Hold |
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|
2020
Q1 | $621K | Hold |
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|
2019
Q4 | $629K | Hold |
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|
2019
Q3 | $629K | Hold |
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|
2019
Q2 | $618K | Sell |
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|
2019
Q1 | $632K | Buy |
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|
2018
Q4 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $200K | Hold |
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|
2017
Q4 | $206K | Hold |
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|
2017
Q3 | $203K | Hold |
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|
2017
Q2 | $203K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $207K | Hold |
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|
2016
Q2 | $210K | Hold |
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|
2016
Q1 | $204K | Hold |
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|
2015
Q4 | $202K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $201K | Hold |
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|
2014
Q4 | $201K | Buy |
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