Avidian Wealth Enterprises’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
-4,100
Closed -$238K 513
2024
Q3
$238K Hold
4,100
0.01% 447
2024
Q2
$233K Hold
4,100
0.01% 440
2024
Q1
$236K Hold
4,100
0.01% 390
2023
Q4
$238K Buy
+4,100
New +$238K 0.01% 378