DB Wealth Management Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,446
| Closed | -$33K | – | 374 |
|
|
2022
Q3 | $33K | Buy |
1,446
+9
| +0.6% | +$205 | 0.02% | 182 |
|
|
2022
Q2 | $35K | Buy |
1,437
+8
| +0.6% | +$195 | 0.02% | 182 |
|
|
2022
Q1 | $37K | Buy |
1,429
+8
| +0.6% | +$207 | 0.02% | 192 |
|
|
2021
Q4 | $40K | Buy |
1,421
+8
| +0.6% | +$225 | 0.02% | 177 |
|
|
2021
Q3 | $39K | Buy |
1,413
+8
| +0.6% | +$221 | 0.03% | 178 |
|
|
2021
Q2 | $40K | Buy |
1,405
+8
| +0.6% | +$228 | 0.03% | 170 |
|
|
2021
Q1 | $39K | Buy |
1,397
+8
| +0.6% | +$223 | 0.03% | 175 |
|
|
2020
Q4 | $39K | Buy |
+1,389
| New | +$39K | 0.03% | 166 |
|