Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $648K | Sell |
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|
2021
Q1 | $768K | Buy |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $293K | Buy |
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|
2020
Q2 | $268K | Buy |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $891K | Buy |
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|
2019
Q3 | $885K | Buy |
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|
2019
Q2 | $682K | Sell |
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|
2019
Q1 | $696K | Sell |
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|
2018
Q4 | $1.89M | Buy |
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