Destination Wealth Management’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 | $823K | Hold |
35,256
| – | – | 0.02% | 140 |
|
|
2025
Q1 | $841K | Buy |
35,256
+2,897
| +9% | +$69.1K | 0.03% | 138 |
|
|
2024
Q4 | $799K | Buy |
32,359
+6,241
| +24% | +$154K | 0.03% | 133 |
|
|
2024
Q3 | $655K | Buy |
26,118
+500
| +2% | +$12.5K | 0.02% | 139 |
|
|
2024
Q2 | $632K | Buy |
25,618
+10,490
| +69% | +$259K | 0.02% | 138 |
|
|
2024
Q1 | $376K | Buy |
+15,128
| New | +$376K | 0.01% | 163 |
|
|
2022
Q4 | – | Sell |
-21,563
| Closed | -$500K | – | 207 |
|
|
2022
Q3 | $500K | Hold |
21,563
| – | – | 0.02% | 135 |
|
|
2022
Q2 | $524K | Hold |
21,563
| – | – | 0.02% | 138 |
|
|
2022
Q1 | $556K | Sell |
21,563
-5,889
| -21% | -$152K | 0.02% | 131 |
|
|
2021
Q4 | $766K | Buy |
27,452
+7,738
| +39% | +$216K | 0.03% | 125 |
|
|
2021
Q3 | $547K | Sell |
19,714
-5,342
| -21% | -$148K | 0.02% | 125 |
|
|
2021
Q2 | $704K | Hold |
25,056
| – | – | 0.03% | 120 |
|
|
2021
Q1 | $693K | Buy |
25,056
+6,225
| +33% | +$172K | 0.03% | 117 |
|
|
2020
Q4 | $527K | Buy |
18,831
+1,189
| +7% | +$33.3K | 0.02% | 124 |
|
|
2020
Q3 | $487K | Hold |
17,642
| – | – | 0.02% | 112 |
|
|
2020
Q2 | $481K | Hold |
17,642
| – | – | 0.03% | 111 |
|
|
2020
Q1 | $476K | Sell |
17,642
-43
| -0.2% | -$1.16K | 0.03% | 125 |
|
|
2019
Q4 | $484K | Sell |
17,685
-31
| -0.2% | -$848 | 0.02% | 118 |
|
|
2019
Q3 | $485K | Buy |
17,716
+3,299
| +23% | +$90.3K | 0.03% | 112 |
|
|
2019
Q2 | $387K | Buy |
14,417
+7,757
| +116% | +$208K | 0.02% | 112 |
|
|
2019
Q1 | $175K | Hold |
6,660
| – | – | 0.01% | 147 |
|
|
2018
Q4 | $172K | Hold |
6,660
| – | – | 0.01% | 151 |
|
|
2018
Q3 | $170K | Hold |
6,660
| – | – | 0.01% | 166 |
|
|
2018
Q2 | $172K | Sell |
6,660
-41
| -0.6% | -$1.06K | 0.01% | 147 |
|
|
2018
Q1 | $172K | Buy |
+6,701
| New | +$172K | 0.01% | 149 |
|