Laurel Wealth Advisors (California)’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
2022
Q1
Sell
-8,781
Closed -$245K 789
2021
Q4
$245K Buy
+8,781
New +$245K 0.02% 687
2021
Q3
Sell
-14,480
Closed -$407K 494
2021
Q2
$407K Buy
14,480
+1,550
+12% +$43.6K 0.05% 324
2021
Q1
$358K Buy
+12,930
New +$358K 0.05% 320