OneDigital Investment Advisors’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 | $1.06M | Sell |
45,580
-69,804
| -60% | -$1.63M | 0.01% | 624 |
|
|
2025
Q1 | $2.75M | Buy |
115,384
+8,577
| +8% | +$205K | 0.03% | 327 |
|
|
2024
Q4 | $2.64M | Buy |
106,807
+2,582
| +2% | +$63.8K | 0.03% | 358 |
|
|
2024
Q3 | $2.61M | Sell |
104,225
-7,656
| -7% | -$192K | 0.03% | 376 |
|
|
2024
Q2 | $2.76M | Buy |
+111,881
| New | +$2.76M | 0.03% | 348 |
|
|
2022
Q1 | – | Sell |
-11,531
| Closed | -$322K | – | 805 |
|
|
2021
Q4 | $322K | Buy |
+11,531
| New | +$322K | 0.01% | 566 |
|