Dynamic Advisor Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-66,297
| Closed | -$1.64M | – | 991 |
|
|
2024
Q2 | $1.64M | Sell |
66,297
-3,703
| -5% | -$91.4K | 0.05% | 337 |
|
|
2024
Q1 | $1.74M | Buy |
70,000
+10,002
| +17% | +$249K | 0.06% | 326 |
|
|
2023
Q4 | $1.5M | Buy |
59,998
+49,703
| +483% | +$1.24M | 0.06% | 331 |
|
|
2023
Q3 | $242K | Buy |
+10,295
| New | +$242K | 0.01% | 723 |
|