Carmel Capital Partners’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
2023
Q4
Sell
-3,679
Closed -$202K 246
2023
Q3
$202K Buy
+3,679
New +$202K 0.09% 148
2023
Q2
Sell
-697
Closed -$40K 437
2023
Q1
$40K Buy
+697
New +$40K 0.02% 254