Running Point Capital Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Running Point Capital Advisors’s Portfolio PWZ Stock Details PWZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$3.26K	Sell
2022 Q3	$528K	Sell
2022 Q2	$932K	Sell
2022 Q1	$1.07M	Hold
2021 Q4	$1.16M	Sell
2021 Q3	$1.26M	Sell
2021 Q2	$1.3M	Sell
2021 Q1	$1.32M	Hold
2020 Q4	$1.34M	Buy