Steward Partners Investment Advisory’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 | $239K | Sell |
10,250
-157
| -2% | -$3.66K | ﹤0.01% | 1670 |
|
|
2025
Q1 | $248K | Hold |
10,407
| – | – | ﹤0.01% | 1546 |
|
|
2024
Q4 | $257K | Buy |
10,407
+157
| +2% | +$3.88K | ﹤0.01% | 1484 |
|
|
2024
Q3 | $257K | Buy |
+10,250
| New | +$257K | ﹤0.01% | 1400 |
|
|
2020
Q1 | – | Sell |
-3,891
| Closed | -$106K | – | 2655 |
|
|
2019
Q4 | $106K | Hold |
3,891
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q3 | $106K | Hold |
3,891
| – | – | ﹤0.01% | 1061 |
|
|
2019
Q2 | $104K | Buy |
+3,891
| New | +$104K | ﹤0.01% | 1038 |
|