Old Mission Capital’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 |
-21,831
| Closed | -$539K | – | 1140 |
|
|
2024
Q4 | $539K | Buy |
+21,831
| New | +$539K | 0.01% | 566 |
|
|
2022
Q1 | – | Sell |
-34,241
| Closed | -$955K | – | 1412 |
|
|
2021
Q4 | $955K | Buy |
34,241
+18,870
| +123% | +$526K | 0.04% | 397 |
|
|
2021
Q3 | $427K | Sell |
15,371
-42,579
| -73% | -$1.18M | 0.02% | 567 |
|
|
2021
Q2 | $1.63M | Buy |
+57,950
| New | +$1.63M | 0.06% | 281 |
|