Creative Planning’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 | $428K | Sell |
18,359
-4,684
| -20% | -$109K | ﹤0.01% | 2600 |
|
|
2025
Q1 | $550K | Buy |
23,043
+1,843
| +9% | +$44K | ﹤0.01% | 2194 |
|
|
2024
Q4 | $524K | Buy |
21,200
+1,488
| +8% | +$36.8K | ﹤0.01% | 2172 |
|
|
2024
Q3 | $494K | Hold |
19,712
| – | – | ﹤0.01% | 2120 |
|
|
2024
Q2 | $486K | Hold |
19,712
| – | – | ﹤0.01% | 1961 |
|
|
2024
Q1 | $490K | Buy |
19,712
+223
| +1% | +$5.55K | ﹤0.01% | 1860 |
|
|
2023
Q4 | $487K | Sell |
19,489
-14,740
| -43% | -$368K | ﹤0.01% | 1728 |
|
|
2023
Q3 | $803K | Buy |
34,229
+23,716
| +226% | +$557K | ﹤0.01% | 1273 |
|
|
2023
Q2 | $259K | Hold |
10,513
| – | – | ﹤0.01% | 2012 |
|
|
2023
Q1 | $260K | Hold |
10,513
| – | – | ﹤0.01% | 1912 |
|
|
2022
Q4 | $254K | Sell |
10,513
-344
| -3% | -$8.3K | ﹤0.01% | 1835 |
|
|
2022
Q3 | $252K | Sell |
10,857
-3,243
| -23% | -$75.3K | ﹤0.01% | 1749 |
|
|
2022
Q2 | $343K | Sell |
14,100
-15,653
| -53% | -$381K | ﹤0.01% | 1521 |
|
|
2022
Q1 | $767K | Buy |
+29,753
| New | +$767K | ﹤0.01% | 1105 |
|
|
2021
Q4 | – | Sell |
-15,840
| Closed | -$440K | – | 2155 |
|
|
2021
Q3 | $440K | Buy |
15,840
+2
| +0% | +$56 | ﹤0.01% | 1366 |
|
|
2021
Q2 | $445K | Buy |
15,838
+500
| +3% | +$14K | ﹤0.01% | 1348 |
|
|
2021
Q1 | $424K | Buy |
+15,338
| New | +$424K | ﹤0.01% | 1525 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$51K | – | 4619 |
|
|
2017
Q1 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 2446 |
|
|
2016
Q4 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 2358 |
|
|
2016
Q3 | $53K | Hold |
2,000
| – | – | ﹤0.01% | 2298 |
|
|
2016
Q2 | $54K | Hold |
2,000
| – | – | ﹤0.01% | 2081 |
|
|
2016
Q1 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 2063 |
|
|
2015
Q4 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 2070 |
|
|
2015
Q3 | $51K | Buy |
+2,000
| New | +$51K | ﹤0.01% | 2018 |
|