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
2025
Q2
$464K Sell
2025
Q1
$500K Buy
2024
Q3
$552K Buy
2024
Q2
$447K Hold
2024
Q1
$446K Buy
2023
Q3
$400K Buy
2023
Q2
$391K Hold
2023
Q1
$394K Buy