SteelPeak Wealth’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 | $2.81M | Buy |
120,397
+7,708
| +7% | +$180K | 0.11% | 138 |
|
|
2025
Q1 | $2.69M | Buy |
112,689
+25,886
| +30% | +$617K | 0.11% | 135 |
|
|
2024
Q4 | $2.14M | Sell |
86,803
-29,945
| -26% | -$740K | 0.09% | 166 |
|
|
2024
Q3 | $2.93M | Sell |
116,748
-2,614
| -2% | -$65.6K | 0.13% | 121 |
|
|
2024
Q2 | $2.94M | Sell |
119,362
-17,605
| -13% | -$434K | 0.14% | 118 |
|
|
2024
Q1 | $3.41M | Buy |
136,967
+50,241
| +58% | +$1.25M | 0.17% | 102 |
|
|
2023
Q4 | $2.17M | Sell |
86,726
-61,192
| -41% | -$1.53M | 0.13% | 127 |
|
|
2023
Q3 | $3.47M | Sell |
147,918
-16,286
| -10% | -$382K | 0.22% | 93 |
|
|
2023
Q2 | $4.05M | Buy |
164,204
+3,725
| +2% | +$91.8K | 0.24% | 76 |
|
|
2023
Q1 | $3.98M | Buy |
160,479
+83,348
| +108% | +$2.06M | 0.27% | 78 |
|
|
2022
Q4 | $1.86M | Sell |
77,131
-36,956
| -32% | -$892K | 0.14% | 121 |
|
|
2022
Q3 | $2.64M | Sell |
114,087
-31,302
| -22% | -$725K | 0.2% | 91 |
|
|
2022
Q2 | $3.54M | Buy |
145,389
+3,400
| +2% | +$82.7K | 0.25% | 76 |
|
|
2022
Q1 | $3.66M | Sell |
141,989
-1,551
| -1% | -$40K | 0.21% | 80 |
|
|
2021
Q4 | $4.01M | Buy |
143,540
+27,454
| +24% | +$766K | 0.23% | 82 |
|
|
2021
Q3 | $3.22M | Buy |
116,086
+3,005
| +3% | +$83.4K | 0.21% | 85 |
|
|
2021
Q2 | $3.18M | Buy |
113,081
+457
| +0.4% | +$12.8K | 0.22% | 87 |
|
|
2021
Q1 | $3.12M | Buy |
112,624
+1,482
| +1% | +$41K | 0.25% | 79 |
|
|
2020
Q4 | $3.11M | Buy |
111,142
+620
| +0.6% | +$17.4K | 0.28% | 77 |
|
|
2020
Q3 | $3.05M | Buy |
110,522
+23,063
| +26% | +$637K | 0.33% | 68 |
|
|
2020
Q2 | $2.39M | Buy |
87,459
+19,514
| +29% | +$533K | 0.3% | 70 |
|
|
2020
Q1 | $1.83M | Buy |
67,945
+2,938
| +5% | +$79.3K | 0.29% | 74 |
|
|
2019
Q4 | $1.78M | Buy |
+65,007
| New | +$1.78M | 0.24% | 87 |
|