NewEdge Advisors’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
Q1 | – | Sell |
-16,111
| Closed | -$398K | – | 4081 |
|
|
2024
Q4 | $398K | Hold |
16,111
| – | – | ﹤0.01% | 1696 |
|
|
2024
Q3 | $404K | Buy |
+16,111
| New | +$404K | ﹤0.01% | 1602 |
|
|
2022
Q2 | – | Sell |
-42,551
| Closed | -$1.1M | – | 1603 |
|
|
2022
Q1 | $1.1M | Buy |
42,551
+16,935
| +66% | +$437K | 0.02% | 607 |
|
|
2021
Q4 | $715K | Buy |
+25,616
| New | +$715K | 0.01% | 898 |
|