Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $1.89M | Sell |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $2.55M | Sell |
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|
2021
Q3 | $2.89M | Buy |
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|
2021
Q2 | $2.89M | Sell |
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|
2021
Q1 | $2.91M | Buy |
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|
2020
Q4 | $2.94M | Buy |
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|
2020
Q3 | $2.66M | Buy |
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|
2020
Q2 | $2.02M | Sell |
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|
2020
Q1 | $2.01M | Sell |
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|
2019
Q4 | $2.16M | Sell |
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|
2019
Q3 | $2.29M | Sell |
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|
2019
Q2 | $2.39M | Sell |
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|
2019
Q1 | $2.43M | Buy |
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