CreativeOne 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,475
| Closed | -$279K | – | 755 |
|
|
2022
Q2 | $279K | Sell |
11,475
-128
| -1% | -$3.11K | 0.02% | 584 |
|
|
2022
Q1 | $299K | Buy |
11,603
+34
| +0.3% | +$876 | 0.02% | 576 |
|
|
2021
Q4 | $323K | Buy |
11,569
+35
| +0.3% | +$977 | 0.02% | 574 |
|
|
2021
Q3 | $320K | Sell |
11,534
-5,256
| -31% | -$146K | 0.02% | 530 |
|
|
2021
Q2 | $472K | Sell |
16,790
-140
| -0.8% | -$3.94K | 0.03% | 392 |
|
|
2021
Q1 | $468K | Buy |
+16,930
| New | +$468K | 0.04% | 337 |
|