Gradient Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $229K | Sell |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $480K | Hold |
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|
2020
Q4 | $486K | Hold |
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|
2020
Q3 | $479K | Buy |
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|
2020
Q2 | $229K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $229K | Hold |
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|
2019
Q2 | $225K | Hold |
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|
2019
Q1 | $221K | Hold |
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|
2018
Q4 | $216K | Hold |
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|
2018
Q3 | $214K | Hold |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $215K | Hold |
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|
2017
Q4 | $221K | Buy |
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