WRPWM
Werba Rubin Papier Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,566
| Closed | -$204K | – | 233 |
|
|
2025
Q1 | $204K | Buy |
+8,566
| New | +$204K | 0.04% | 180 |
|
|
2024
Q4 | – | Sell |
-9,793
| Closed | -$246K | – | 208 |
|
|
2024
Q3 | $246K | Sell |
9,793
-11,844
| -55% | -$297K | 0.06% | 150 |
|
|
2024
Q2 | $534K | Buy |
+21,637
| New | +$534K | 0.15% | 81 |
|