Williams Jones Wealth Management’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
2023 Q4	–	Sell	-10,586	Closed	-$248K	–	553
2023 Q3	$248K	Buy	+10,586	New	+$248K	﹤0.01%	450