Destination Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Hold |
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|
2025
Q1 | $841K | Buy |
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|
2024
Q4 | $799K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $376K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $524K | Hold |
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|
2022
Q1 | $556K | Sell |
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|
2021
Q4 | $766K | Buy |
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|
2021
Q3 | $547K | Sell |
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|
2021
Q2 | $704K | Hold |
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|
2021
Q1 | $693K | Buy |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $487K | Hold |
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|
2020
Q2 | $481K | Hold |
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|
2020
Q1 | $476K | Sell |
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|
2019
Q4 | $484K | Sell |
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|
2019
Q3 | $485K | Buy |
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|
2019
Q2 | $387K | Buy |
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|
2019
Q1 | $175K | Hold |
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|
2018
Q4 | $172K | Hold |
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|
2018
Q3 | $170K | Hold |
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|
2018
Q2 | $172K | Sell |
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|
2018
Q1 | $172K | Buy |
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