Mattern Capital Management’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
Q3 | $764K | Buy |
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|
2025
Q2 | $685K | Buy |
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|
2025
Q1 | $671K | Buy |
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|
2024
Q4 | $682K | Buy |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $289K | Sell |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $207K | Hold |
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|
2020
Q4 | $210K | Hold |
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|
2020
Q3 | $207K | Buy |
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