Blue Zone Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $801K | Sell |
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|
2022
Q2 | $2.08M | Sell |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $3.23M | Buy |
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|
2021
Q2 | $3.13M | Sell |
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|
2021
Q1 | $3.19M | Sell |
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|
2020
Q4 | $3.94M | Sell |
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|
2020
Q3 | $5.31M | Sell |
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|
2020
Q2 | $6.61M | Sell |
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|
2020
Q1 | $6.62M | Sell |
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|
2019
Q4 | $7.51M | Buy |
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