Mercer Global Advisors’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 | $38.9M | Buy |
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|
2025
Q1 | $34.3M | Buy |
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|
2024
Q4 | $30.9M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $4.6M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $314K | Hold |
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|
2021
Q3 | $312K | Buy |
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