Prospera Financial Services’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 | $1.01M | Sell |
43,213
-1,762
| -4% | -$41.1K | 0.02% | 653 |
|
|
2025
Q1 | $1.07M | Sell |
44,975
-30,489
| -40% | -$727K | 0.02% | 545 |
|
|
2024
Q4 | $1.86M | Buy |
75,464
+6,493
| +9% | +$160K | 0.04% | 386 |
|
|
2024
Q3 | $1.73M | Buy |
68,971
+132
| +0.2% | +$3.31K | 0.04% | 369 |
|
|
2024
Q2 | $1.7M | Buy |
68,839
+390
| +0.6% | +$9.62K | 0.05% | 371 |
|
|
2024
Q1 | $1.7M | Buy |
68,449
+368
| +0.5% | +$9.15K | 0.05% | 364 |
|
|
2023
Q4 | $1.7M | Sell |
68,081
-2,489
| -4% | -$62.2K | 0.06% | 342 |
|
|
2023
Q3 | $1.66M | Buy |
70,570
+2,404
| +4% | +$56.4K | 0.06% | 303 |
|
|
2023
Q2 | $1.68M | Buy |
+68,166
| New | +$1.68M | 0.06% | 296 |
|