IFP Advisors’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 | $6.7K | Hold |
287
| – | – | ﹤0.01% | 3167 |
|
|
2025
Q1 | $6.85K | Hold |
287
| – | – | ﹤0.01% | 2712 |
|
|
2024
Q4 | $7.09K | Hold |
287
| – | – | ﹤0.01% | 2675 |
|
|
2024
Q3 | $7.2K | Hold |
287
| – | – | ﹤0.01% | 2546 |
|
|
2024
Q2 | $7.08K | Hold |
287
| – | – | ﹤0.01% | 2455 |
|
|
2024
Q1 | $7.14K | Hold |
287
| – | – | ﹤0.01% | 2352 |
|
|
2023
Q4 | $7.17K | Hold |
287
| – | – | ﹤0.01% | 2301 |
|
|
2023
Q3 | $6.74K | Buy |
+287
| New | +$6.74K | ﹤0.01% | 2408 |
|
|
2022
Q4 | – | Hold |
0
| – | -$1K | – | 4785 |
|
|
2022
Q3 | – | Hold |
0
| – | -$1K | – | 4654 |
|
|
2022
Q2 | – | Hold |
0
| – | -$1K | – | 4426 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4426 |
|
|
2017
Q4 | – | Sell |
-1,808
| Closed | -$47K | – | 3997 |
|
|
2017
Q3 | $47K | Hold |
1,808
| – | – | ﹤0.01% | 2012 |
|
|
2017
Q2 | $47K | Sell |
1,808
-725
| -29% | -$18.8K | ﹤0.01% | 1994 |
|
|
2017
Q1 | $64K | Sell |
2,533
-1,000
| -28% | -$25.3K | ﹤0.01% | 1765 |
|
|
2016
Q4 | $89K | Buy |
3,533
+1,808
| +105% | +$45.5K | ﹤0.01% | 1520 |
|
|
2016
Q3 | $46K | Sell |
1,725
-200
| -10% | -$5.33K | ﹤0.01% | 1861 |
|
|
2016
Q2 | $52K | Buy |
+1,925
| New | +$52K | ﹤0.01% | 1732 |
|
|
2016
Q1 | – | Sell |
-2,550
| Closed | -$66K | – | 3188 |
|
|
2015
Q4 | $66K | Buy |
+2,550
| New | +$66K | ﹤0.01% | 1433 |
|