Elmwood Wealth Management’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 | $585K | Buy |
25,075
+650
| +3% | +$15.2K | 0.23% | 90 |
|
|
2025
Q1 | $583K | Buy |
+24,425
| New | +$583K | 0.24% | 88 |
|
|
2020
Q2 | – | Sell |
-93
| Closed | -$2.39K | – | 319 |
|
|
2020
Q1 | $2.39K | Buy |
+93
| New | +$2.39K | ﹤0.01% | 253 |
|
|
2019
Q3 | – | Sell |
-222
| Closed | -$6K | – | 277 |
|
|
2019
Q2 | $6K | Buy |
222
+86
| +63% | +$2.32K | 0.01% | 223 |
|
|
2019
Q1 | $4K | Buy |
136
+47
| +53% | +$1.38K | ﹤0.01% | 241 |
|
|
2018
Q4 | $2K | Sell |
89
-2
| -2% | -$45 | ﹤0.01% | 277 |
|
|
2018
Q3 | $2.32K | Sell |
91
-1
| -1% | -$26 | ﹤0.01% | 259 |
|
|
2018
Q2 | $2.38K | Sell |
92
-1
| -1% | -$26 | ﹤0.01% | 251 |
|
|
2018
Q1 | $2.39K | Buy |
+93
| New | +$2.39K | ﹤0.01% | 253 |
|