Elevation Wealth Partners’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 | $70.4K | Buy |
3,018
+26
| +0.9% | +$607 | 0.03% | 201 |
|
|
2025
Q1 | $71.4K | Buy |
2,992
+25
| +0.8% | +$596 | 0.03% | 197 |
|
|
2024
Q4 | $73.3K | Buy |
2,967
+23
| +0.8% | +$568 | 0.03% | 196 |
|
|
2024
Q3 | $73.8K | Buy |
2,944
+17
| +0.6% | +$426 | 0.03% | 189 |
|
|
2024
Q2 | $72.2K | Hold |
2,927
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $72.8K | Hold |
2,927
| – | – | 0.04% | 191 |
|
|
2023
Q4 | $68.7K | Hold |
2,927
| – | – | 0.04% | 182 |
|
|
2023
Q3 | $68.7K | Hold |
2,927
| – | – | 0.06% | 125 |
|
|
2023
Q2 | $72.1K | Buy |
+2,927
| New | +$72.1K | 0.06% | 125 |
|