Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 6303 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6980 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6974 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6987 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6986 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6917 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6756 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6597 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6361 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6368 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6189 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6140 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6023 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5990 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5818 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5628 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5447 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5299 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5097 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4964 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4930 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4868 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4675 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4809 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 4743 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4628 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4393 |
|