NewEdge Wealth’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 |
-8,564
| Closed | -$204K | – | 1016 |
|
|
2025
Q1 | $204K | Hold |
8,564
| – | – | ﹤0.01% | 887 |
|
|
2024
Q4 | $212K | Sell |
8,564
-850
| -9% | -$21K | ﹤0.01% | 873 |
|
|
2024
Q3 | $236K | Hold |
9,414
| – | – | ﹤0.01% | 792 |
|
|
2024
Q2 | $232K | Hold |
9,414
| – | – | 0.01% | 699 |
|
|
2024
Q1 | $230K | Sell |
9,414
-19,371
| -67% | -$474K | 0.01% | 729 |
|
|
2023
Q4 | $719K | Hold |
28,785
| – | – | 0.02% | 447 |
|
|
2023
Q3 | $676K | Buy |
+28,785
| New | +$676K | 0.02% | 420 |
|