Stifel Financial’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 | $406K | Sell |
17,416
-5,446
| -24% | -$127K | ﹤0.01% | 2884 |
|
|
2025
Q1 | $545K | Buy |
22,862
+4,859
| +27% | +$116K | ﹤0.01% | 2628 |
|
|
2024
Q4 | $445K | Buy |
18,003
+615
| +4% | +$15.2K | ﹤0.01% | 2748 |
|
|
2024
Q3 | $436K | Sell |
17,388
-1,400
| -7% | -$35.1K | ﹤0.01% | 2758 |
|
|
2024
Q2 | $463K | Sell |
18,788
-2,392
| -11% | -$59K | ﹤0.01% | 2672 |
|
|
2024
Q1 | $527K | Buy |
21,180
+6,483
| +44% | +$161K | ﹤0.01% | 2582 |
|
|
2023
Q4 | $367K | Buy |
14,697
+2,758
| +23% | +$68.9K | ﹤0.01% | 2732 |
|
|
2023
Q3 | $280K | Buy |
+11,939
| New | +$280K | ﹤0.01% | 2828 |
|