TWM
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TriaGen Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

TriaGen Wealth Management’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17,773
Closed -$459K – 187
2022
Q1 		$459K Buy
+17,773
New +$459K 0.24% 109