FOCUS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Buy |
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|
2025
Q2 | $920K | Buy |
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|
2025
Q1 | $889K | Buy |
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|
2024
Q4 | $823K | Sell |
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|
2024
Q3 | $882K | Buy |
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|
2024
Q2 | $867K | Buy |
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $548K | Buy |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $568K | Buy |
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|
2020
Q4 | $567K | Buy |
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