Epstein & White Financial’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $258K | Buy |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $359K | Sell |
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|
2018
Q2 | $501K | Sell |
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|
2018
Q1 | $639K | Sell |
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|
2017
Q4 | $783K | Buy |
|