FOCUS Wealth Advisors’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 | $920K | Buy |
39,404
+2,135
| +6% | +$49.8K | 0.48% | 40 |
|
|
2025
Q1 | $889K | Buy |
37,269
+3,932
| +12% | +$93.8K | 0.49% | 41 |
|
|
2024
Q4 | $823K | Sell |
33,337
-1,828
| -5% | -$45.2K | 0.44% | 40 |
|
|
2024
Q3 | $882K | Buy |
35,165
+1
| +0% | +$25 | 0.44% | 40 |
|
|
2024
Q2 | $867K | Buy |
35,164
+125
| +0.4% | +$3.08K | 0.45% | 40 |
|
|
2024
Q1 | $871K | Buy |
35,039
+15,335
| +78% | +$381K | 0.47% | 37 |
|
|
2023
Q4 | $492K | Sell |
19,704
-1,509
| -7% | -$37.7K | 0.31% | 41 |
|
|
2023
Q3 | $498K | Hold |
21,213
| – | – | 0.35% | 44 |
|
|
2023
Q2 | $523K | Sell |
21,213
-110
| -0.5% | -$2.71K | 0.35% | 43 |
|
|
2023
Q1 | $528K | Sell |
21,323
-200
| -0.9% | -$4.95K | 0.35% | 43 |
|
|
2022
Q4 | $520K | Hold |
21,523
| – | – | 0.36% | 39 |
|
|
2022
Q3 | $499K | Sell |
21,523
-125
| -0.6% | -$2.9K | 0.35% | 40 |
|
|
2022
Q2 | $526K | Buy |
21,648
+425
| +2% | +$10.3K | 0.36% | 37 |
|
|
2022
Q1 | $548K | Buy |
21,223
+840
| +4% | +$21.7K | 0.33% | 36 |
|
|
2021
Q4 | $569K | Buy |
20,383
+1,440
| +8% | +$40.2K | 0.34% | 36 |
|
|
2021
Q3 | $526K | Buy |
18,943
+420
| +2% | +$11.7K | 0.36% | 35 |
|
|
2021
Q2 | $521K | Sell |
18,523
-1,962
| -10% | -$55.2K | 0.36% | 36 |
|
|
2021
Q1 | $568K | Buy |
20,485
+230
| +1% | +$6.38K | 0.42% | 34 |
|
|
2020
Q4 | $567K | Buy |
+20,255
| New | +$567K | 0.44% | 33 |
|