Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $196K | Buy |
7,163
+177
| +3% | +$4.84K | ﹤0.01% | 2519 |
|
|
2019
Q3 | $191K | Sell |
6,986
-86
| -1% | -$2.35K | ﹤0.01% | 2508 |
|
|
2019
Q2 | $190K | Buy |
7,072
+1,078
| +18% | +$29K | ﹤0.01% | 2512 |
|
|
2019
Q1 | $158K | Buy |
+5,994
| New | +$158K | ﹤0.01% | 2576 |
|
|
2018
Q4 | – | Sell |
-9,373
| Closed | -$239K | – | 5302 |
|
|
2018
Q3 | $239K | Buy |
9,373
+744
| +9% | +$19K | ﹤0.01% | 2172 |
|
|
2018
Q2 | $221K | Hold |
8,629
| – | – | ﹤0.01% | 2163 |
|
|
2018
Q1 | $221K | Sell |
8,629
-256
| -3% | -$6.56K | ﹤0.01% | 2163 |
|
|
2017
Q4 | $235K | Sell |
8,885
-240
| -3% | -$6.35K | ﹤0.01% | 2088 |
|
|
2017
Q3 | $238K | Buy |
9,125
+6,496
| +247% | +$169K | ﹤0.01% | 1977 |
|
|
2017
Q2 | $68K | Hold |
2,629
| – | – | ﹤0.01% | 2792 |
|
|
2017
Q1 | $67K | Buy |
2,629
+1,629
| +163% | +$41.5K | ﹤0.01% | 2679 |
|
|
2016
Q4 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 3342 |
|
|
2016
Q3 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 3204 |
|
|
2016
Q2 | $27K | Buy |
+1,000
| New | +$27K | ﹤0.01% | 3138 |
|