Capital Directions Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-264
| Closed | -$15K | – | 94 |
|
|
2018
Q4 | $15K | Hold |
264
| – | – | 0.01% | 86 |
|
|
2018
Q3 | $15K | Hold |
264
| – | – | ﹤0.01% | 121 |
|
|
2018
Q2 | $15K | Hold |
264
| – | – | 0.01% | 116 |
|
|
2018
Q1 | $15K | Buy |
+264
| New | +$15K | ﹤0.01% | 86 |
|
|
2017
Q4 | – | Sell |
-264
| Closed | -$16K | – | 97 |
|
|
2017
Q3 | $16K | Buy |
+264
| New | +$16K | 0.01% | 88 |
|