Mission Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,224
| Closed | -$532K | – | 661 |
|
|
2024
Q3 | $532K | Sell |
21,224
-4
| -0% | -$100 | 0.01% | 405 |
|
|
2024
Q2 | $524K | Buy |
+21,228
| New | +$524K | 0.01% | 380 |
|
|
2023
Q4 | – | Sell |
-17,334
| Closed | -$407K | – | 566 |
|
|
2023
Q3 | $407K | Buy |
17,334
+126
| +0.7% | +$2.96K | 0.02% | 369 |
|
|
2023
Q2 | $424K | Buy |
17,208
+121
| +0.7% | +$2.98K | 0.02% | 368 |
|
|
2023
Q1 | $423K | Buy |
17,087
+120
| +0.7% | +$2.97K | 0.02% | 356 |
|
|
2022
Q4 | $410K | Buy |
+16,967
| New | +$410K | 0.02% | 348 |
|
|
2022
Q2 | – | Sell |
-9,358
| Closed | -$241K | – | 508 |
|
|
2022
Q1 | $241K | Buy |
+9,358
| New | +$241K | 0.01% | 442 |
|