HighTower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
|
|||||
|
2025
Q1 | $1.48M | Buy |
|
|||||
|
2024
Q4 | $1.41M | Buy |
|
|||||
|
2024
Q3 | $959K | Buy |
|
|||||
|
2024
Q2 | $929K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $558K | Sell |
|
|||||
|
2023
Q3 | $703K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $592K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $1.16M | Buy |
|
|||||
|
2019
Q2 | $682K | Buy |
|
|||||
|
2019
Q1 | $491K | Buy |
|
|||||
|
2018
Q4 | $414K | Sell |
|
|||||
|
2018
Q3 | $418K | Buy |
|
|||||
|
2018
Q2 | $407K | Sell |
|
|||||
|
2018
Q1 | $676K | Sell |
|
|||||
|
2017
Q4 | $764K | Sell |
|
|||||
|
2017
Q3 | $774K | Sell |
|
|||||
|
2017
Q2 | $820K | Sell |
|
|||||
|
2017
Q1 | $1.06M | Sell |
|
|||||
|
2016
Q4 | $1.7M | Buy |
|
|||||
|
2016
Q3 | $501K | Buy |
|
|||||
|
2016
Q2 | $300K | Buy |
|