Orion Portfolio Solutions’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
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.36M | Sell |
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2024
Q3 | $2.46M | Sell |
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|
2024
Q2 | $2.62M | Hold |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.6M | Sell |
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|
2023
Q2 | $7.81M | Buy |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q4 | $845K | Buy |
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|
2022
Q3 | $369K | Buy |
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