Buckingham Strategic Wealth’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
Q2 | $2.94M | Buy |
51,750
+16,459
| +47% | +$936K | 0.03% | 193 |
|
|
2024
Q1 | $2.03M | Buy |
35,291
+18,279
| +107% | +$1.05M | 0.02% | 235 |
|
|
2023
Q4 | $986K | Sell |
17,012
-837
| -5% | -$48.5K | 0.01% | 328 |
|
|
2023
Q3 | $979K | Sell |
17,849
-2,128
| -11% | -$117K | 0.01% | 295 |
|
|
2023
Q2 | $1.14M | Buy |
19,977
+3,954
| +25% | +$225K | 0.02% | 277 |
|
|
2023
Q1 | $899K | Hold |
16,023
| – | – | 0.02% | 285 |
|
|
2022
Q4 | $899K | Sell |
16,023
-12,312
| -43% | -$691K | 0.02% | 286 |
|
|
2022
Q3 | $1.54M | Buy |
28,335
+8,728
| +45% | +$473K | 0.03% | 202 |
|
|
2022
Q2 | $1.11M | Buy |
+19,607
| New | +$1.11M | 0.02% | 251 |
|