Gerber Kawasaki Wealth & Investment Management’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
Q2 | $28.5M | Sell |
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|
2025
Q1 | $31.3M | Buy |
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|
2024
Q4 | $30.4M | Buy |
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|
2024
Q3 | $29.2M | Buy |
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|
2024
Q2 | $25.3M | Buy |
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|
2024
Q1 | $24.1M | Buy |
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|
2023
Q4 | $21.6M | Buy |
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|
2023
Q3 | $17.9M | Buy |
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|
2023
Q2 | $13.9M | Buy |
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|
2023
Q1 | $7.13M | Buy |
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|
2022
Q4 | $5.21M | Sell |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $9.12M | Buy |
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|
2022
Q1 | $6.15M | Sell |
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|
2021
Q4 | $6.84M | Sell |
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|
2021
Q3 | $6.99M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5.65M | Buy |
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|
2020
Q4 | $5.05M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4.07M | Buy |
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|
2020
Q1 | $2.64M | Buy |
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|
2019
Q4 | $2.56M | Sell |
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|
2019
Q3 | $2.59M | Buy |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $1.99M | Buy |
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|
2018
Q4 | $1.88M | Buy |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.33M | Sell |
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|
2018
Q1 | $1.36M | Sell |
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|
2017
Q4 | $1.71M | Sell |
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|
2017
Q3 | $1.7M | Buy |
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|
2017
Q2 | $1.6M | Buy |
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|
2017
Q1 | $1.54M | Buy |
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|
2016
Q4 | $1.08M | Buy |
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|
2016
Q3 | $480K | Buy |
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|
2016
Q2 | $392K | Sell |
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|
2016
Q1 | $399K | Sell |
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|
2015
Q4 | $407K | Buy |
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