AJ Wealth Strategies’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $4.18M | Buy |
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2023
Q1 | $4.19M | Buy |
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2022
Q4 | $4.09M | Buy |
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2022
Q3 | $819K | Hold |
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2022
Q2 | $853K | Sell |
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2022
Q1 | $951K | Hold |
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2021
Q4 | $1.02M | Hold |
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2021
Q3 | $1.01M | Hold |
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2021
Q2 | $1.02M | Hold |
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2021
Q1 | $1.02M | Hold |
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2020
Q4 | $1.03M | Hold |
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2020
Q3 | $1.02M | Hold |
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2020
Q2 | $1.02M | Hold |
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2020
Q1 | $990K | Sell |
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2019
Q4 | $1.21M | Hold |
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2019
Q3 | $1.22M | Hold |
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2019
Q2 | $1.2M | Hold |
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2019
Q1 | $1.18M | Hold |
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2018
Q4 | $1.16M | Hold |
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2018
Q3 | $1.15M | Hold |
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2018
Q2 | $1.16M | Buy |
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2018
Q1 | $1.07M | Hold |
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2017
Q4 | $1.09M | Sell |
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2017
Q3 | $1.28M | Sell |
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2017
Q2 | $2.05M | Buy |
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2017
Q1 | $1.78M | Sell |
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2016
Q4 | $3.88M | Buy |
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