Warren Street Wealth Advisors’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
Q3 | $473K | Sell |
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|
2025
Q2 | $465K | Sell |
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|
2025
Q1 | $491K | Sell |
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|
2024
Q4 | $522K | Sell |
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|
2024
Q3 | $542K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $596K | Sell |
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|
2023
Q3 | $621K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $707K | Sell |
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|
2022
Q4 | $720K | Buy |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $307K | Buy |
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