Commonwealth Equity Services’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 | $2.14M | Buy |
91,809
+37,069
| +68% | +$865K | ﹤0.01% | 1928 |
|
|
2025
Q1 | $1.31M | Buy |
54,740
+4,204
| +8% | +$100K | ﹤0.01% | 2254 |
|
|
2024
Q4 | $1.25M | Buy |
50,536
+23,194
| +85% | +$573K | ﹤0.01% | 2228 |
|
|
2024
Q3 | $686K | Sell |
27,342
-14,321
| -34% | -$359K | ﹤0.01% | 2639 |
|
|
2024
Q2 | $1.03M | Buy |
41,663
+18,135
| +77% | +$447K | ﹤0.01% | 2263 |
|
|
2024
Q1 | $585K | Buy |
23,528
+5,555
| +31% | +$138K | ﹤0.01% | 2695 |
|
|
2023
Q4 | $449K | Buy |
17,973
+5,864
| +48% | +$146K | ﹤0.01% | 2808 |
|
|
2023
Q3 | $284K | Buy |
12,109
+17
| +0.1% | +$399 | ﹤0.01% | 3084 |
|
|
2023
Q2 | $298K | Sell |
12,092
-10,348
| -46% | -$255K | ﹤0.01% | 3062 |
|
|
2023
Q1 | $555 | Buy |
22,440
+6,467
| +40% | +$160 | ﹤0.01% | 2466 |
|
|
2022
Q4 | $385K | Sell |
15,973
-2,699
| -14% | -$65.1K | ﹤0.01% | 2682 |
|
|
2022
Q3 | $432K | Sell |
18,672
-5,559
| -23% | -$129K | ﹤0.01% | 2539 |
|
|
2022
Q2 | $589K | Buy |
24,231
+116
| +0.5% | +$2.82K | ﹤0.01% | 2294 |
|
|
2022
Q1 | $622K | Sell |
24,115
-3,721
| -13% | -$96K | ﹤0.01% | 2351 |
|
|
2021
Q4 | $776K | Sell |
27,836
-327
| -1% | -$9.12K | ﹤0.01% | 2176 |
|
|
2021
Q3 | $781K | Buy |
28,163
+1,439
| +5% | +$39.9K | ﹤0.01% | 2121 |
|
|
2021
Q2 | $751K | Buy |
26,724
+12,228
| +84% | +$344K | ﹤0.01% | 2135 |
|
|
2021
Q1 | $401K | Buy |
14,496
+1,707
| +13% | +$47.2K | ﹤0.01% | 2502 |
|
|
2020
Q4 | $358K | Sell |
12,789
-5,762
| -31% | -$161K | ﹤0.01% | 2418 |
|
|
2020
Q3 | $512K | Buy |
18,551
+2,069
| +13% | +$57.1K | ﹤0.01% | 1944 |
|
|
2020
Q2 | $449K | Buy |
+16,482
| New | +$449K | ﹤0.01% | 1961 |
|