DWS
Dynamic Wealth Strategies’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 | $227K | Sell |
9,717
-24,552
| -72% | -$573K | 0.16% | 61 |
|
|
2025
Q1 | $817K | Hold |
34,269
| – | – | 0.68% | 27 |
|
|
2024
Q4 | $846K | Sell |
34,269
-1,354
| -4% | -$33.4K | 0.75% | 24 |
|
|
2024
Q3 | $893K | Sell |
35,623
-2,418
| -6% | -$60.6K | 0.73% | 24 |
|
|
2024
Q2 | $938K | Sell |
38,041
-303
| -0.8% | -$7.47K | 0.81% | 22 |
|
|
2024
Q1 | $954K | Buy |
38,344
+33,657
| +718% | +$837K | 0.82% | 23 |
|
|
2023
Q4 | $117K | Buy |
+4,687
| New | +$117K | 0.11% | 85 |
|