Lodestar Private Asset Management’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 | $1.47M | Sell |
62,801
-17,044
| -21% | -$398K | 0.17% | 83 |
|
|
2025
Q1 | $1.9M | Buy |
79,845
+19,180
| +32% | +$457K | 0.24% | 71 |
|
|
2024
Q4 | $1.5M | Buy |
60,665
+2,528
| +4% | +$62.4K | 0.19% | 84 |
|
|
2024
Q3 | $1.46M | Sell |
58,137
-6,826
| -11% | -$171K | 0.19% | 85 |
|
|
2024
Q2 | $1.6M | Buy |
64,963
+3,062
| +5% | +$75.5K | 0.22% | 80 |
|
|
2024
Q1 | $1.54M | Buy |
61,901
+1,228
| +2% | +$30.5K | 0.22% | 81 |
|
|
2023
Q4 | $1.52M | Buy |
60,673
+12,993
| +27% | +$325K | 0.23% | 81 |
|
|
2023
Q3 | $1.12M | Buy |
47,680
+3,115
| +7% | +$73.1K | 0.19% | 84 |
|
|
2023
Q2 | $1.1M | Sell |
44,565
-263
| -0.6% | -$6.48K | 0.18% | 84 |
|
|
2023
Q1 | $1.11M | Sell |
44,828
-1,174
| -3% | -$29.1K | 0.2% | 82 |
|
|
2022
Q4 | $1.11M | Buy |
+46,002
| New | +$1.11M | 0.21% | 81 |
|