Sweeney & Michel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $485K | Hold |
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|
2025
Q4 | $485K | Hold |
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|
2025
Q3 | $482K | Hold |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $447K | Hold |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $391K | Hold |
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|
2023
Q1 | $394K | Buy |
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