HBW Advisory Services’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 |
-7,990
| Closed | -$223K | – | 262 |
|
|
2021
Q4 | $223K | Buy |
7,990
+32
| +0.4% | +$893 | 0.05% | 237 |
|
|
2021
Q3 | $221K | Sell |
7,958
-43
| -0.5% | -$1.19K | 0.06% | 229 |
|
|
2021
Q2 | $225K | Sell |
8,001
-3,458
| -30% | -$97.2K | 0.06% | 221 |
|
|
2021
Q1 | $317K | Buy |
11,459
+788
| +7% | +$21.8K | 0.08% | 183 |
|
|
2020
Q4 | $299K | Buy |
10,671
+17
| +0.2% | +$476 | 0.09% | 165 |
|
|
2020
Q3 | $294K | Buy |
10,654
+302
| +3% | +$8.33K | 0.12% | 145 |
|
|
2020
Q2 | $283K | Buy |
+10,352
| New | +$283K | 0.13% | 144 |
|
|
2020
Q1 | – | Sell |
-7,589
| Closed | -$209K | – | 136 |
|
|
2019
Q4 | $209K | Buy |
+7,589
| New | +$209K | 0.12% | 131 |
|