Wealthcare Advisory Partners’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 |
-17,217
| Closed | -$411K | – | 997 |
|
|
2025
Q1 | $411K | Sell |
17,217
-288
| -2% | -$6.87K | 0.01% | 637 |
|
|
2024
Q4 | $432K | Buy |
17,505
+99
| +0.6% | +$2.45K | 0.01% | 606 |
|
|
2024
Q3 | $437K | Sell |
17,406
-262
| -1% | -$6.57K | 0.01% | 598 |
|
|
2024
Q2 | $436K | Hold |
17,668
| – | – | 0.01% | 567 |
|
|
2024
Q1 | $439K | Buy |
17,668
+2,443
| +16% | +$60.8K | 0.01% | 564 |
|
|
2023
Q4 | $380K | Buy |
15,225
+799
| +6% | +$20K | 0.02% | 543 |
|
|
2023
Q3 | $339K | Buy |
14,426
+5,553
| +63% | +$130K | 0.02% | 522 |
|
|
2023
Q2 | $219K | Buy |
+8,873
| New | +$219K | 0.01% | 650 |
|
|
2022
Q4 | – | Sell |
-18,808
| Closed | -$436K | – | 703 |
|
|
2022
Q3 | $436K | Buy |
18,808
+4,410
| +31% | +$102K | 0.02% | 395 |
|
|
2022
Q2 | $350K | Sell |
14,398
-17,451
| -55% | -$424K | 0.02% | 393 |
|
|
2022
Q1 | $822K | Buy |
+31,849
| New | +$822K | 0.05% | 221 |
|