Dimension Capital 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 | $612K | Hold |
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|
2025
Q1 | $626K | Hold |
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|
2024
Q4 | $648K | Hold |
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|
2024
Q3 | $658K | Hold |
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|
2024
Q2 | $647K | Hold |
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|
2024
Q1 | $652K | Hold |
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|
2023
Q4 | $655K | Hold |
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|
2023
Q3 | $616K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $726K | Hold |
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|
2020
Q4 | $734K | Hold |
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|
2020
Q3 | $724K | Hold |
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|
2020
Q2 | $716K | Hold |
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|
2020
Q1 | $708K | Hold |
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|
2019
Q4 | $717K | Hold |
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|
2019
Q3 | $717K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $673K | Hold |
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|
2017
Q4 | $692K | Hold |
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|
2017
Q3 | $684K | Hold |
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|
2017
Q2 | $681K | Buy |
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