NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $203K | Hold |
7,252
| – | – | 0.06% | 114 |
|
|
2020
Q3 | $200K | Buy |
+7,252
| New | +$200K | 0.07% | 112 |
|
|
2019
Q4 | – | Sell |
-7,538
| Closed | -$206K | – | 106 |
|
|
2019
Q3 | $206K | Hold |
7,538
| – | – | 0.09% | 98 |
|
|
2019
Q2 | $203K | Buy |
+7,538
| New | +$203K | 0.09% | 92 |
|
|
2018
Q2 | – | Sell |
-8,128
| Closed | -$209K | – | 72 |
|
|
2018
Q1 | $209K | Hold |
8,128
| – | – | 0.13% | 68 |
|
|
2017
Q4 | $214K | Sell |
8,128
-2,000
| -20% | -$52.7K | 0.13% | 67 |
|
|
2017
Q3 | $264K | Buy |
+10,128
| New | +$264K | 0.17% | 63 |
|