BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-860
| Closed | -$54K | – | 1173 |
|
|
2020
Q4 | $54K | Hold |
860
| – | – | 0.01% | 342 |
|
|
2020
Q3 | $54K | Hold |
860
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $53K | Hold |
860
| – | – | 0.01% | 320 |
|
|
2020
Q1 | $52K | Hold |
860
| – | – | 0.01% | 328 |
|
|
2019
Q4 | $53K | Hold |
860
| – | – | 0.01% | 293 |
|
|
2019
Q3 | $53K | Hold |
860
| – | – | 0.01% | 301 |
|
|
2019
Q2 | $52K | Hold |
860
| – | – | 0.01% | 299 |
|
|
2019
Q1 | $51K | Buy |
+860
| New | +$51K | 0.01% | 275 |
|