Fisher Asset 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 | $607K | Hold |
26,000
| – | – | ﹤0.01% | 759 |
|
|
2025
Q1 | $620K | Hold |
26,000
| – | – | ﹤0.01% | 754 |
|
|
2024
Q4 | $642K | Hold |
26,000
| – | – | ﹤0.01% | 733 |
|
|
2024
Q3 | $652K | Hold |
26,000
| – | – | ﹤0.01% | 719 |
|
|
2024
Q2 | $641K | Hold |
26,000
| – | – | ﹤0.01% | 745 |
|
|
2024
Q1 | $647K | Hold |
26,000
| – | – | ﹤0.01% | 743 |
|
|
2023
Q4 | $649K | Hold |
26,000
| – | – | ﹤0.01% | 742 |
|
|
2023
Q3 | $610K | Sell |
26,000
-391
| -1% | -$9.18K | ﹤0.01% | 823 |
|
|
2023
Q2 | $650K | Buy |
26,391
+391
| +2% | +$9.63K | ﹤0.01% | 840 |
|
|
2023
Q1 | $644K | Hold |
26,000
| – | – | ﹤0.01% | 820 |
|
|
2022
Q4 | $628K | Buy |
+26,000
| New | +$628K | ﹤0.01% | 817 |
|