J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-54,628
| Closed | -$1.4M | – | 1507 |
|
|
2018
Q1 | $1.4M | Sell |
54,628
-8,277
| -13% | -$213K | 0.01% | 567 |
|
|
2017
Q4 | $1.66M | Sell |
62,905
-7,268
| -10% | -$192K | 0.01% | 529 |
|
|
2017
Q3 | $1.83M | Buy |
70,173
+25,359
| +57% | +$661K | 0.01% | 488 |
|
|
2017
Q2 | $1.16M | Buy |
44,814
+9,132
| +26% | +$237K | 0.01% | 583 |
|
|
2017
Q1 | $905K | Buy |
35,682
+17,232
| +93% | +$437K | 0.01% | 661 |
|
|
2016
Q4 | $467K | Buy |
+18,450
| New | +$467K | ﹤0.01% | 831 |
|