LPL Financial’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $13.7M | Buy |
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|
2024
Q3 | $12.8M | Buy |
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|
2024
Q2 | $9.78M | Sell |
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|
2024
Q1 | $9.98M | Buy |
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|
2023
Q4 | $7.73M | Buy |
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|
2023
Q3 | $6.9M | Buy |
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|
2023
Q2 | $5.5M | Buy |
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|
2023
Q1 | $4.78M | Buy |
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|
2022
Q4 | $3.89M | Sell |
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|
2022
Q3 | $4.24M | Sell |
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|
2022
Q2 | $5.02M | Buy |
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|
2022
Q1 | $4.86M | Sell |
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|
2021
Q4 | $5.86M | Sell |
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|
2021
Q3 | $5.97M | Buy |
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|
2021
Q2 | $5.62M | Buy |
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|
2021
Q1 | $3.61M | Buy |
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|
2020
Q4 | $3.53M | Sell |
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|
2020
Q3 | $3.98M | Buy |
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|
2020
Q2 | $2M | Buy |
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|
2020
Q1 | $1.92M | Buy |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.58M | Buy |
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|
2019
Q2 | $1.39M | Buy |
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|
2019
Q1 | $585K | Buy |
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|
2018
Q4 | $488K | Sell |
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|
2018
Q3 | $5.13M | Sell |
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|
2018
Q2 | $6.6M | Sell |
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|
2018
Q1 | $7.73M | Sell |
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|
2017
Q4 | $10.6M | Buy |
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|
2017
Q3 | $10.3M | Sell |
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|
2017
Q2 | $10.3M | Buy |
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|
2017
Q1 | $9.58M | Sell |
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|
2016
Q4 | $9.68M | Buy |
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|
2016
Q3 | $1.42M | Sell |
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|
2016
Q2 | $1.46M | Sell |
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|
2016
Q1 | $1.83M | Buy |
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|
2015
Q4 | $1.32M | Buy |
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|
2015
Q3 | $750K | Sell |
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|
2015
Q2 | $836K | Buy |
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|
2015
Q1 | $736K | Buy |
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|
2014
Q4 | $487K | Buy |
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|
2014
Q3 | $307K | Sell |
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|
2014
Q2 | $375K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $242K | Buy |
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