WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $3.85M | Buy |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $328K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.24M | Buy |
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