Apollon 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
Q3 | – | Sell |
-4,220
| Closed | -$240K | – | 1141 |
|
|
2024
Q2 | $240K | Hold |
4,220
| – | – | 0.01% | 938 |
|
|
2024
Q1 | $243K | Hold |
4,220
| – | – | 0.01% | 952 |
|
|
2023
Q4 | $245K | Hold |
4,220
| – | – | 0.01% | 917 |
|
|
2023
Q3 | $231K | Hold |
4,220
| – | – | 0.01% | 784 |
|
|
2023
Q2 | $240K | Hold |
4,220
| – | – | 0.01% | 803 |
|
|
2023
Q1 | $242K | Hold |
4,220
| – | – | 0.01% | 740 |
|
|
2022
Q4 | $237K | Buy |
+4,220
| New | +$237K | 0.02% | 735 |
|