DeDora Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,995
| Closed | -$289K | – | 92 |
|
|
2019
Q1 | $289K | Hold |
10,995
| – | – | 0.22% | 73 |
|
|
2018
Q4 | $284K | Hold |
10,995
| – | – | 0.25% | 65 |
|
|
2018
Q3 | $280K | Hold |
10,995
| – | – | 0.21% | 73 |
|
|
2018
Q2 | $284K | Hold |
10,995
| – | – | 0.22% | 76 |
|
|
2018
Q1 | $282K | Buy |
10,995
+3,393
| +45% | +$87K | 0.23% | 76 |
|
|
2017
Q4 | $201K | Buy |
+7,602
| New | +$201K | 0.17% | 86 |
|