Wealthcare Advisory Partners’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 | – | Sell |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $439K | Buy |
|
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $822K | Buy |
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