SimpliFi Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
62,431
+2,982
| +5% | +$69.6K | 0.64% | 16 |
|
|
2025
Q1 | $1.42M | Buy |
59,449
+1,700
| +3% | +$40.5K | 0.65% | 15 |
|
|
2024
Q4 | $1.43M | Sell |
57,749
-2,957
| -5% | -$73K | 0.65% | 16 |
|
|
2024
Q3 | $1.52M | Buy |
60,706
+519
| +0.9% | +$13K | 0.68% | 16 |
|
|
2024
Q2 | $1.48M | Buy |
60,187
+1,241
| +2% | +$30.6K | 0.69% | 16 |
|
|
2024
Q1 | $1.47M | Sell |
58,946
-6,045
| -9% | -$150K | 0.67% | 16 |
|
|
2023
Q4 | $1.53M | Hold |
64,991
| – | – | 0.75% | 14 |
|
|
2023
Q3 | $1.53M | Buy |
64,991
+477
| +0.7% | +$11.2K | 0.75% | 14 |
|
|
2023
Q2 | $1.59M | Buy |
64,514
+25,902
| +67% | +$638K | 0.75% | 15 |
|
|
2023
Q1 | $956K | Buy |
+38,612
| New | +$956K | 0.47% | 19 |
|
|
2022
Q4 | – | Sell |
-25,787
| Closed | -$597K | – | 33 |
|
|
2022
Q3 | $597K | Buy |
25,787
+201
| +0.8% | +$4.65K | 0.31% | 18 |
|
|
2022
Q2 | $622K | Buy |
25,586
+142
| +0.6% | +$3.45K | 0.31% | 17 |
|
|
2022
Q1 | $656K | Buy |
25,444
+4,646
| +22% | +$120K | 0.3% | 19 |
|
|
2021
Q4 | $580K | Buy |
20,798
+11,002
| +112% | +$307K | 0.25% | 21 |
|
|
2021
Q3 | $272K | Buy |
+9,796
| New | +$272K | 0.12% | 23 |
|