Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$27K | – | 1203 |
|
|
2020
Q2 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 479 |
|
|
2020
Q1 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 456 |
|
|
2019
Q4 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 518 |
|
|
2019
Q3 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 481 |
|
|
2019
Q2 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 467 |
|
|
2019
Q1 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 416 |
|
|
2018
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 426 |
|
|
2018
Q3 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 451 |
|
|
2018
Q2 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 441 |
|
|
2018
Q1 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 431 |
|