MYeCFO’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,400
| Closed | -$200K | – | 60 |
|
|
2025
Q1 | $200K | Hold |
8,400
| – | – | 0.11% | 57 |
|
|
2024
Q4 | $207K | Hold |
8,400
| – | – | 0.11% | 56 |
|
|
2024
Q3 | $211K | Hold |
8,400
| – | – | 0.11% | 57 |
|
|
2024
Q2 | $207K | Hold |
8,400
| – | – | 0.12% | 54 |
|
|
2024
Q1 | $209K | Hold |
8,400
| – | – | 0.12% | 55 |
|
|
2023
Q4 | $210K | Buy |
+8,400
| New | +$210K | 0.13% | 50 |
|
|
2023
Q3 | – | Sell |
-8,400
| Closed | -$207K | – | 49 |
|
|
2023
Q2 | $207K | Hold |
8,400
| – | – | 0.15% | 44 |
|
|
2023
Q1 | $208K | Hold |
8,400
| – | – | 0.16% | 43 |
|
|
2022
Q4 | $203K | Buy |
+8,400
| New | +$203K | 0.17% | 42 |
|