Northwestern Mutual 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
Q2 | – | Sell |
-1,199
| Closed | -$29.8K | – | 3758 |
|
|
2024
Q1 | $29.8K | Buy |
+1,199
| New | +$29.8K | ﹤0.01% | 2284 |
|
|
2023
Q3 | – | Sell |
-1,423
| Closed | -$35.1K | – | 3490 |
|
|
2023
Q2 | $35.1K | Buy |
+1,423
| New | +$35.1K | ﹤0.01% | 2124 |
|
|
2023
Q1 | – | Sell |
-4,089
| Closed | -$98.7K | – | 3545 |
|
|
2022
Q4 | $98.7K | Buy |
+4,089
| New | +$98.7K | ﹤0.01% | 1661 |
|
|
2020
Q3 | – | Sell |
-451
| Closed | -$12K | – | 2644 |
|
|
2020
Q2 | $12K | Buy |
+451
| New | +$12K | ﹤0.01% | 1863 |
|