Tidemark’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 | – | Sell |
-838
| Closed | -$20K | – | 733 |
|
|
2025
Q1 | $20K | Buy |
838
+1
| +0.1% | +$24 | 0.01% | 344 |
|
|
2024
Q4 | $20.7K | Buy |
837
+1
| +0.1% | +$25 | 0.01% | 343 |
|
|
2024
Q3 | $21K | Hold |
836
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $20.6K | Sell |
836
-313
| -27% | -$7.72K | 0.01% | 318 |
|
|
2024
Q1 | $28.6K | Buy |
1,149
+1
| +0.1% | +$25 | 0.02% | 298 |
|
|
2023
Q4 | $28.7K | Buy |
+1,148
| New | +$28.7K | 0.02% | 292 |
|