B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $323K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $21M | Buy |
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|
2020
Q1 | $768K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.06M | Hold |
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|
2019
Q2 | $1.05K | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $874K | Buy |
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|
2018
Q3 | $413K | Buy |
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