Coastwise Capital Group’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
Q3 | – | Sell |
-3,818
| Closed | -$217K | – | 114 |
|
|
2023
Q2 | $217K | Sell |
3,818
-1,300
| -25% | -$74K | 0.25% | 105 |
|
|
2023
Q1 | $294K | Hold |
5,118
| – | – | 0.34% | 84 |
|
|
2022
Q4 | $287K | Hold |
5,118
| – | – | 0.34% | 83 |
|
|
2022
Q3 | $277K | Hold |
5,118
| – | – | 0.44% | 70 |
|
|
2022
Q2 | $289K | Buy |
+5,118
| New | +$289K | 0.35% | 77 |
|