DCM
Dimension Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Hold |
26,232
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $626K | Hold |
26,232
| – | – | 0.11% | 63 |
|
|
2024
Q4 | $648K | Hold |
26,232
| – | – | 0.1% | 56 |
|
|
2024
Q3 | $658K | Hold |
26,232
| – | – | 0.12% | 60 |
|
|
2024
Q2 | $647K | Hold |
26,232
| – | – | 0.13% | 58 |
|
|
2024
Q1 | $652K | Hold |
26,232
| – | – | 0.13% | 55 |
|
|
2023
Q4 | $655K | Hold |
26,232
| – | – | 0.14% | 55 |
|
|
2023
Q3 | $616K | Buy |
+26,232
| New | +$616K | 0.14% | 39 |
|
|
2021
Q2 | – | Sell |
-26,232
| Closed | -$726K | – | 111 |
|
|
2021
Q1 | $726K | Hold |
26,232
| – | – | 0.17% | 53 |
|
|
2020
Q4 | $734K | Hold |
26,232
| – | – | 0.21% | 47 |
|
|
2020
Q3 | $724K | Hold |
26,232
| – | – | 0.23% | 47 |
|
|
2020
Q2 | $716K | Hold |
26,232
| – | – | 0.23% | 47 |
|
|
2020
Q1 | $708K | Hold |
26,232
| – | – | 0.26% | 43 |
|
|
2019
Q4 | $717K | Hold |
26,232
| – | – | 0.21% | 54 |
|
|
2019
Q3 | $717K | Buy |
+26,232
| New | +$717K | 0.24% | 49 |
|
|
2018
Q2 | – | Sell |
-26,232
| Closed | -$673K | – | 88 |
|
|
2018
Q1 | $673K | Hold |
26,232
| – | – | 0.38% | 43 |
|
|
2017
Q4 | $692K | Hold |
26,232
| – | – | 0.43% | 37 |
|
|
2017
Q3 | $684K | Hold |
26,232
| – | – | 0.21% | 36 |
|
|
2017
Q2 | $681K | Buy |
+26,232
| New | +$681K | 0.22% | 36 |
|