Ford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,784
| Closed | -$189 | – | 406 |
|
|
2021
Q4 | $189 | Buy |
+6,784
| New | +$189 | 0.04% | 107 |
|
|
2021
Q3 | – | Sell |
-6,708
| Closed | -$188K | – | 434 |
|
|
2021
Q2 | $188K | Buy |
+6,708
| New | +$188K | 0.07% | 102 |
|
|
2019
Q4 | – | Sell |
-8,067
| Closed | -$220K | – | 96 |
|
|
2019
Q3 | $220K | Buy |
8,067
+50
| +0.6% | +$1.36K | 0.14% | 76 |
|
|
2019
Q2 | $215K | Buy |
+8,017
| New | +$215K | 0.15% | 76 |
|