Omega 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
25,044
+139
| +0.6% | +$3.24K | 0.21% | 58 |
|
|
2025
Q1 | $594K | Buy |
24,905
+128
| +0.5% | +$3.05K | 0.23% | 54 |
|
|
2024
Q4 | $612K | Buy |
24,777
+2,122
| +9% | +$52.4K | 0.23% | 53 |
|
|
2024
Q3 | $568K | Sell |
22,655
-2,907
| -11% | -$72.9K | 0.22% | 58 |
|
|
2024
Q2 | $631K | Buy |
25,562
+1,180
| +5% | +$29.1K | 0.26% | 58 |
|
|
2024
Q1 | $606K | Sell |
24,382
-10,030
| -29% | -$249K | 0.25% | 59 |
|
|
2023
Q4 | $860K | Sell |
34,412
-4,750
| -12% | -$119K | 0.37% | 52 |
|
|
2023
Q3 | $919K | Buy |
39,162
+287
| +0.7% | +$6.74K | 0.45% | 48 |
|
|
2023
Q2 | $958K | Sell |
38,875
-3,019
| -7% | -$74.4K | 0.44% | 50 |
|
|
2023
Q1 | $1.04M | Buy |
41,894
+293
| +0.7% | +$7.26K | 0.48% | 47 |
|
|
2022
Q4 | $1M | Buy |
41,601
+300
| +0.7% | +$7.24K | 0.52% | 46 |
|
|
2022
Q3 | $957K | Buy |
41,301
+315
| +0.8% | +$7.3K | 0.49% | 44 |
|
|
2022
Q2 | $997K | Buy |
+40,986
| New | +$997K | 0.48% | 45 |
|