SimpliFi Inc’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 | $1.65M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.53M | Hold |
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $956K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $272K | Buy |
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