Atwater Malick’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,272
| Closed | -$204K | – | 59 |
|
|
2021
Q4 | $204K | Hold |
3,272
| – | – | 0.09% | 55 |
|
|
2021
Q3 | $203K | Hold |
3,272
| – | – | 0.11% | 54 |
|
|
2021
Q2 | $205K | Hold |
3,272
| – | – | 0.11% | 47 |
|
|
2021
Q1 | $203K | Hold |
3,272
| – | – | 0.12% | 47 |
|
|
2020
Q4 | $206K | Hold |
3,272
| – | – | 0.13% | 40 |
|
|
2020
Q3 | $204K | Hold |
3,272
| – | – | 0.14% | 39 |
|
|
2020
Q2 | $203K | Buy |
+3,272
| New | +$203K | 0.16% | 42 |
|
|
2020
Q1 | – | Sell |
-3,272
| Closed | -$200K | – | 38 |
|
|
2019
Q4 | $200K | Hold |
3,272
| – | – | 0.16% | 38 |
|
|
2019
Q3 | $201K | Buy |
+3,272
| New | +$201K | 0.17% | 37 |
|