Spinnaker Investment Group’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
Q1
Sell
-8,151
Closed -$201K 106
2024
Q4
$201K Buy
+8,151
New +$201K 0.05% 92
2024
Q1
Sell
-13,472
Closed -$337K 90
2023
Q4
$337K Buy
+13,472
New +$337K 0.1% 64