FFA
First Foundation Advisors’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 | $22.2M | Sell |
952,878
-162,207
| -15% | -$3.79M | 0.82% | 26 |
|
|
2025
Q1 | $26.6M | Sell |
1,115,085
-237,223
| -18% | -$5.66M | 1.08% | 20 |
|
|
2024
Q4 | $33.4M | Sell |
1,352,308
-152,053
| -10% | -$3.76M | 1.26% | 17 |
|
|
2024
Q3 | $37.7M | Sell |
1,504,361
-53,972
| -3% | -$1.35M | 1.42% | 15 |
|
|
2024
Q2 | $38.4M | Sell |
1,558,333
-123,722
| -7% | -$3.05M | 1.47% | 13 |
|
|
2024
Q1 | $41.8M | Buy |
1,682,055
+470,093
| +39% | +$11.7M | 1.67% | 12 |
|
|
2023
Q4 | $30.3M | Buy |
1,211,962
+40,882
| +3% | +$1.02M | 1.38% | 14 |
|
|
2023
Q3 | $27.5M | Buy |
1,171,080
+520,876
| +80% | +$12.2M | 1.28% | 15 |
|
|
2023
Q2 | $16M | Buy |
650,204
+639,851
| +6,180% | +$15.8M | 0.69% | 39 |
|
|
2023
Q1 | $256K | Buy |
+10,353
| New | +$256K | 0.01% | 321 |
|