Williams & Novak’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 | $929K | Buy |
39,800
+2,100
| +6% | +$49K | 0.79% | 39 |
|
|
2025
Q1 | $906K | Sell |
37,700
-16,000
| -30% | -$384K | 0.89% | 32 |
|
|
2024
Q4 | $1.33M | Sell |
53,700
-8,300
| -13% | -$205K | 1.28% | 22 |
|
|
2024
Q3 | $1.55M | Sell |
62,000
-4,200
| -6% | -$105K | 1.45% | 19 |
|
|
2024
Q2 | $1.63M | Buy |
66,200
+18,400
| +38% | +$454K | 1.52% | 19 |
|
|
2024
Q1 | $1.19M | Hold |
47,800
| – | – | 1.36% | 25 |
|
|
2023
Q4 | $1.19M | Buy |
+47,800
| New | +$1.19M | 1.36% | 25 |
|