Paulson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,622
| Closed | -$239K | – | 99 |
|
|
2021
Q3 | $239K | Hold |
8,622
| – | – | 0.11% | 81 |
|
|
2021
Q2 | $242K | Sell |
8,622
-403
| -4% | -$11.3K | 0.12% | 78 |
|
|
2021
Q1 | $253K | Sell |
9,025
-2,699
| -23% | -$75.7K | 0.13% | 76 |
|
|
2020
Q4 | $328K | Buy |
11,724
+3,759
| +47% | +$105K | 0.19% | 70 |
|
|
2020
Q3 | $220K | Buy |
+7,965
| New | +$220K | 0.14% | 78 |
|
|
2020
Q1 | – | Sell |
-10,815
| Closed | -$298K | – | 92 |
|
|
2019
Q4 | $298K | Hold |
10,815
| – | – | 0.21% | 79 |
|
|
2019
Q3 | $296K | Buy |
10,815
+2,442
| +29% | +$66.8K | 0.22% | 81 |
|
|
2019
Q2 | $226K | Buy |
+8,373
| New | +$226K | 0.17% | 96 |
|