Private Advisor 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-10,237
| Closed | -$264K | – | 2214 |
|
2022
Q1 | $264K | Hold |
10,237
| – | – | ﹤0.01% | 1741 |
|
2021
Q4 | $286K | Sell |
10,237
-10,237
| -50% | -$286K | ﹤0.01% | 1745 |
|
2021
Q3 | $568K | Buy |
20,474
+10,237
| +100% | +$284K | ﹤0.01% | 1454 |
|
2021
Q2 | $288K | Hold |
10,237
| – | – | ﹤0.01% | 1647 |
|
2021
Q1 | $283K | Buy |
+10,237
| New | +$283K | ﹤0.01% | 1567 |
|
2014
Q4 | – | Sell |
-500
| Closed | -$13K | – | 1186 |
|
2014
Q3 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1167 |
|