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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Sell |
1,219,896
-92,963
| -7% | -$2.17M | 1.1% | 24 |
|
|
2025
Q1 | $31.3M | Buy |
1,312,859
+82,555
| +7% | +$1.97M | 1.41% | 20 |
|
|
2024
Q4 | $30.4M | Buy |
1,230,304
+64,303
| +6% | +$1.59M | 1.32% | 21 |
|
|
2024
Q3 | $29.2M | Buy |
1,166,001
+141,442
| +14% | +$3.55M | 1.35% | 20 |
|
|
2024
Q2 | $25.3M | Buy |
1,024,559
+55,382
| +6% | +$1.37M | 1.27% | 23 |
|
|
2024
Q1 | $24.1M | Buy |
969,177
+106,001
| +12% | +$2.64M | 1.3% | 22 |
|
|
2023
Q4 | $21.6M | Buy |
863,176
+99,008
| +13% | +$2.47M | 1.29% | 21 |
|
|
2023
Q3 | $17.9M | Buy |
764,168
+199,429
| +35% | +$4.68M | 1.22% | 23 |
|
|
2023
Q2 | $13.9M | Buy |
564,739
+277,082
| +96% | +$6.83M | 0.93% | 28 |
|
|
2023
Q1 | $7.13M | Buy |
287,657
+71,856
| +33% | +$1.78M | 0.56% | 45 |
|
|
2022
Q4 | $5.21M | Sell |
215,801
-274,644
| -56% | -$6.63M | 0.46% | 53 |
|
|
2022
Q3 | $11.4M | Buy |
490,445
+115,643
| +31% | +$2.68M | 1.06% | 27 |
|
|
2022
Q2 | $9.12M | Buy |
374,802
+136,564
| +57% | +$3.32M | 0.86% | 32 |
|
|
2022
Q1 | $6.15M | Sell |
238,238
-6,837
| -3% | -$176K | 0.5% | 38 |
|
|
2021
Q4 | $6.84M | Sell |
245,075
-6,873
| -3% | -$192K | 0.54% | 39 |
|
|
2021
Q3 | $6.99M | Buy |
+251,948
| New | +$6.99M | 0.9% | 27 |
|
|
2021
Q2 | – | Sell |
-204,351
| Closed | -$5.65M | – | 255 |
|
|
2021
Q1 | $5.65M | Buy |
204,351
+24,016
| +13% | +$664K | 0.68% | 37 |
|
|
2020
Q4 | $5.05M | Buy |
+180,335
| New | +$5.05M | 0.7% | 34 |
|
|
2020
Q3 | – | Sell |
-149,128
| Closed | -$4.07M | – | 142 |
|
|
2020
Q2 | $4.07M | Buy |
149,128
+51,200
| +52% | +$1.4M | 0.9% | 33 |
|
|
2020
Q1 | $2.64M | Buy |
97,928
+4,250
| +5% | +$115K | 0.75% | 34 |
|
|
2019
Q4 | $2.56M | Sell |
93,678
-1,017
| -1% | -$27.8K | 0.65% | 36 |
|
|
2019
Q3 | $2.59M | Buy |
94,695
+11,640
| +14% | +$318K | 0.74% | 34 |
|
|
2019
Q2 | $2.23M | Buy |
83,055
+7,392
| +10% | +$199K | 0.65% | 37 |
|
|
2019
Q1 | $1.99M | Buy |
75,663
+2,900
| +4% | +$76.3K | 0.59% | 41 |
|
|
2018
Q4 | $1.88M | Buy |
72,763
+22,370
| +44% | +$577K | 0.66% | 39 |
|
|
2018
Q3 | $1.28M | Sell |
50,393
-1,000
| -2% | -$25.5K | 0.35% | 45 |
|
|
2018
Q2 | $1.33M | Sell |
51,393
-1,625
| -3% | -$42K | 0.4% | 44 |
|
|
2018
Q1 | $1.36M | Sell |
53,018
-11,850
| -18% | -$304K | 0.44% | 47 |
|
|
2017
Q4 | $1.71M | Sell |
64,868
-335
| -0.5% | -$8.84K | 0.59% | 41 |
|
|
2017
Q3 | $1.7M | Buy |
65,203
+3,275
| +5% | +$85.4K | 0.62% | 42 |
|
|
2017
Q2 | $1.6M | Buy |
61,928
+1,100
| +2% | +$28.5K | 0.61% | 43 |
|
|
2017
Q1 | $1.55M | Buy |
60,828
+18,150
| +43% | +$461K | 0.66% | 39 |
|
|
2016
Q4 | $1.08M | Buy |
42,678
+24,608
| +136% | +$623K | 0.57% | 43 |
|
|
2016
Q3 | $480K | Buy |
18,070
+3,500
| +24% | +$93K | 0.28% | 64 |
|
|
2016
Q2 | $392K | Sell |
14,570
-700
| -5% | -$18.8K | 0.25% | 64 |
|
|
2016
Q1 | $399K | Sell |
15,270
-480
| -3% | -$12.5K | 0.28% | 56 |
|
|
2015
Q4 | $407K | Buy |
+15,750
| New | +$407K | 0.28% | 55 |
|