Reilly Financial Advisors’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 | $226K | Hold |
8,116
| – | – | 0.02% | 201 |
|
|
2021
Q3 | $225K | Hold |
8,116
| – | – | 0.02% | 186 |
|
|
2021
Q2 | $228K | Hold |
8,116
| – | – | 0.02% | 195 |
|
|
2021
Q1 | $225K | Hold |
8,116
| – | – | 0.02% | 186 |
|
|
2020
Q4 | $227K | Hold |
8,116
| – | – | 0.02% | 179 |
|
|
2020
Q3 | $224K | Hold |
8,116
| – | – | 0.02% | 169 |
|
|
2020
Q2 | $221K | Hold |
8,116
| – | – | 0.03% | 167 |
|
|
2020
Q1 | $219K | Hold |
8,116
| – | – | 0.03% | 162 |
|
|
2019
Q4 | $222K | Hold |
8,116
| – | – | 0.03% | 176 |
|
|
2019
Q3 | $222K | Buy |
+8,116
| New | +$222K | 0.03% | 178 |
|