Laurel Wealth Planning’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 | $228K | Sell |
9,749
-539
| -5% | -$12.6K | 0.13% | 53 |
|
|
2025
Q1 | $245K | Hold |
10,288
| – | – | 0.16% | 48 |
|
|
2024
Q4 | $254K | Buy |
10,288
+313
| +3% | +$7.73K | 0.16% | 48 |
|
|
2024
Q3 | $250K | Hold |
9,975
| – | – | 0.16% | 49 |
|
|
2024
Q2 | $246K | Sell |
9,975
-249
| -2% | -$6.14K | 0.17% | 48 |
|
|
2024
Q1 | $254K | Hold |
10,224
| – | – | 0.17% | 50 |
|
|
2023
Q4 | $255K | Buy |
10,224
+1,276
| +14% | +$31.8K | 0.18% | 49 |
|
|
2023
Q3 | $210K | Hold |
8,948
| – | – | 0.16% | 51 |
|
|
2023
Q2 | $220K | Buy |
+8,948
| New | +$220K | 0.16% | 52 |
|