Omega Financial Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q3 | $568K | Sell |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $919K | Buy |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $957K | Buy |
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|
2022
Q2 | $997K | Buy |
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