FLC Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $330K | Hold |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $520K | Hold |
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|
2020
Q3 | $508K | Hold |
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|
2020
Q2 | $508K | Sell |
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|
2020
Q1 | $1.37M | Hold |
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|
2019
Q4 | $1.47M | Hold |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $4.96M | Buy |
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|
2019
Q1 | $4.57M | Buy |
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|
2018
Q4 | $3.03M | Buy |
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