Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $613K | Buy |
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|
2022
Q2 | $603K | Buy |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $399K | Sell |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $390K | Sell |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $441K | Hold |
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|
2020
Q1 | $435K | Buy |
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|
2019
Q4 | $440K | Buy |
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|
2019
Q3 | $432K | Buy |
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|
2019
Q2 | $380K | Sell |
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|
2019
Q1 | $380K | Buy |
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|
2018
Q4 | $357K | Sell |
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|
2018
Q3 | $393K | Sell |
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|
2018
Q2 | $403K | Buy |
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $602K | Buy |
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|
2017
Q3 | $584K | Buy |
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|
2017
Q2 | $209K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6.35M | Buy |
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|
2016
Q3 | $5.88M | Buy |
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|
2016
Q2 | $4.83M | Buy |
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