Wealthfront Advisers’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 | $121M | Buy |
5,171,896
+5,024,737
| +3,414% | +$117M | 0.31% | 35 |
|
|
2025
Q1 | $3.51M | Buy |
147,159
+73,457
| +100% | +$1.75M | 0.01% | 419 |
|
|
2024
Q4 | $1.82M | Buy |
73,702
+39,164
| +113% | +$967K | 0.01% | 543 |
|
|
2024
Q3 | $866K | Buy |
34,538
+536
| +2% | +$13.4K | ﹤0.01% | 671 |
|
|
2024
Q2 | $839K | Sell |
34,002
-629
| -2% | -$15.5K | ﹤0.01% | 658 |
|
|
2024
Q1 | $861K | Sell |
34,631
-368
| -1% | -$9.15K | ﹤0.01% | 644 |
|
|
2023
Q4 | $874K | Buy |
+34,999
| New | +$874K | ﹤0.01% | 615 |
|
|
2023
Q2 | – | Sell |
-9,769
| Closed | -$242K | – | 837 |
|
|
2023
Q1 | $242K | Buy |
+9,769
| New | +$242K | ﹤0.01% | 776 |
|