B. Riley Wealth Advisors’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 |
-5,639
| Closed | -$328K | – | 1168 |
|
|
2024
Q3 | $328K | Buy |
5,639
+1,236
| +28% | +$71.8K | 0.01% | 910 |
|
|
2024
Q2 | $250K | Sell |
4,403
-364
| -8% | -$20.7K | 0.01% | 1112 |
|
|
2024
Q1 | $261K | Buy |
4,767
+388
| +9% | +$21.3K | 0.01% | 1116 |
|
|
2023
Q4 | $254K | Sell |
4,379
-388
| -8% | -$22.5K | 0.01% | 1129 |
|
|
2023
Q3 | $261K | Buy |
4,767
+14
| +0.3% | +$768 | 0.01% | 1116 |
|
|
2023
Q2 | $271K | Sell |
4,753
-1,319
| -22% | -$75.1K | 0.01% | 1177 |
|
|
2023
Q1 | $349K | Sell |
6,072
-3,285
| -35% | -$189K | 0.01% | 988 |
|
|
2022
Q4 | $525K | Buy |
9,357
+315
| +3% | +$17.7K | 0.01% | 765 |
|
|
2022
Q3 | $491K | Sell |
9,042
-109
| -1% | -$5.92K | 0.01% | 766 |
|
|
2022
Q2 | $517K | Buy |
9,151
+2,406
| +36% | +$136K | 0.02% | 647 |
|
|
2022
Q1 | $393K | Sell |
6,745
-47,115
| -87% | -$2.75M | 0.01% | 884 |
|
|
2021
Q4 | $3.36M | Buy |
53,860
+26,590
| +98% | +$1.66M | 0.1% | 228 |
|
|
2021
Q3 | $1.69M | Buy |
+27,270
| New | +$1.69M | 0.05% | 383 |
|