Elmwood Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Elmwood Wealth Management’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$585K	Buy
2025 Q1	$583K	Buy
2020 Q2	–	Sell
2020 Q1	$2.39K	Buy
2019 Q3	–	Sell
2019 Q2	$6K	Buy
2019 Q1	$4K	Buy
2018 Q4	$2K	Sell
2018 Q3	$2.32K	Sell
2018 Q2	$2.38K	Sell
2018 Q1	$2.39K	Buy