AE Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,806
| Closed | -$918K | – | 2131 |
|
|
2024
Q3 | $918K | Hold |
15,806
| – | – | 0.01% | 711 |
|
|
2024
Q2 | $899K | Hold |
15,806
| – | – | 0.01% | 724 |
|
|
2024
Q1 | $909K | Hold |
15,806
| – | – | 0.01% | 675 |
|
|
2023
Q4 | $908K | Buy |
+15,806
| New | +$908K | ﹤0.01% | 1193 |
|
|
2019
Q3 | – | Sell |
-4,243
| Closed | -$257K | – | 995 |
|
|
2019
Q2 | $257K | Sell |
4,243
-945
| -18% | -$57.2K | 0.01% | 807 |
|
|
2019
Q1 | $309K | Sell |
5,188
-1,549
| -23% | -$92.3K | 0.02% | 452 |
|
|
2018
Q4 | $394K | Sell |
6,737
-2,836
| -30% | -$166K | 0.07% | 291 |
|
|
2018
Q3 | $555K | Buy |
+9,573
| New | +$555K | 0.03% | 301 |
|