JPMorgan Chase & Co’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 | $3.86M | Sell |
165,571
-234,732
| -59% | -$5.48M | ﹤0.01% | 2883 |
|
|
2025
Q1 | $9.55M | Sell |
400,303
-20,637
| -5% | -$492K | ﹤0.01% | 2215 |
|
|
2024
Q4 | $10.4M | Sell |
420,940
-45,548
| -10% | -$1.13M | ﹤0.01% | 2207 |
|
|
2024
Q3 | $11.7M | Sell |
466,488
-18,301
| -4% | -$459K | ﹤0.01% | 2065 |
|
|
2024
Q2 | $12M | Buy |
+484,789
| New | +$12M | ﹤0.01% | 1987 |
|
|
2024
Q1 | – | Sell |
-385,857
| Closed | -$9.64M | – | 6622 |
|
|
2023
Q4 | $9.64M | Sell |
385,857
-156,495
| -29% | -$3.91M | ﹤0.01% | 2131 |
|
|
2023
Q3 | $12.7M | Buy |
542,352
+539,694
| +20,305% | +$12.7M | ﹤0.01% | 1809 |
|
|
2023
Q2 | $65.5K | Buy |
+2,658
| New | +$65.5K | ﹤0.01% | 4798 |
|