Corient Private Wealth’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 | $227K | Buy |
+9,729
| New | +$227K | ﹤0.01% | 2241 |
|
|
2025
Q1 | – | Sell |
-9,729
| Closed | -$240K | – | 2408 |
|
|
2024
Q4 | $240K | Hold |
9,729
| – | – | ﹤0.01% | 2013 |
|
|
2024
Q3 | $244K | Hold |
9,729
| – | – | ﹤0.01% | 2094 |
|
|
2024
Q2 | $240K | Hold |
9,729
| – | – | ﹤0.01% | 2020 |
|
|
2024
Q1 | $242K | Hold |
9,729
| – | – | ﹤0.01% | 2001 |
|
|
2023
Q4 | $243K | Buy |
+9,729
| New | +$243K | ﹤0.01% | 1972 |
|