Sweeney & Michel’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 | $464K | Sell |
20,000
-2,000
| -9% | -$46.4K | 0.16% | 90 |
|
|
2025
Q1 | $500K | Buy |
+22,000
| New | +$500K | 0.22% | 73 |
|
|
2024
Q3 | $552K | Buy |
22,000
+4,000
| +22% | +$100K | 0.22% | 69 |
|
|
2024
Q2 | $447K | Hold |
18,000
| – | – | 0.19% | 73 |
|
|
2024
Q1 | $446K | Buy |
+18,000
| New | +$446K | 0.2% | 74 |
|
|
2023
Q3 | $400K | Buy |
17,000
+1,000
| +6% | +$23.5K | 0.21% | 72 |
|
|
2023
Q2 | $391K | Hold |
16,000
| – | – | 0.2% | 77 |
|
|
2023
Q1 | $394K | Buy |
+16,000
| New | +$394K | 0.21% | 78 |
|