SteelPeak Wealth’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 | $2.22M | Sell |
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|
2025
Q2 | $2.81M | Buy |
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2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.94M | Sell |
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|
2024
Q1 | $3.41M | Buy |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $3.47M | Sell |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $3.98M | Buy |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $2.64M | Sell |
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|
2022
Q2 | $3.54M | Buy |
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|
2022
Q1 | $3.66M | Sell |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.22M | Buy |
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|
2021
Q2 | $3.18M | Buy |
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|
2021
Q1 | $3.12M | Buy |
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|
2020
Q4 | $3.11M | Buy |
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|
2020
Q3 | $3.05M | Buy |
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|
2020
Q2 | $2.39M | Buy |
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|
2020
Q1 | $1.83M | Buy |
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|
2019
Q4 | $1.78M | Buy |
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