Rockefeller Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $194K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $42K | Sell |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $265K | Hold |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $510K | Hold |
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|
2020
Q4 | $516K | Hold |
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|
2020
Q3 | $509K | Hold |
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|
2020
Q2 | $504K | Hold |
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|
2020
Q1 | $498K | Hold |
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|
2019
Q4 | $505K | Buy |
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|
2019
Q3 | $245K | Buy |
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