Coe Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $621K | Hold |
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|
2019
Q2 | $615K | Hold |
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|
2019
Q1 | $604K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Hold |
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|
2018
Q2 | $232K | Hold |
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|
2018
Q1 | $231K | Hold |
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|
2017
Q4 | $234K | Hold |
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|
2017
Q3 | $235K | Hold |
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|
2017
Q2 | $233K | Hold |
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|
2017
Q1 | $230K | Hold |
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|
2016
Q4 | $229K | Hold |
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|
2016
Q3 | $239K | Hold |
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|
2016
Q2 | $242K | Hold |
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|
2016
Q1 | $236K | Hold |
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|
2015
Q4 | $234K | Hold |
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|
2015
Q3 | $232K | Hold |
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|
2015
Q2 | $229K | Hold |
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|
2015
Q1 | $234K | Hold |
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|
2014
Q4 | $233K | Hold |
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|
2014
Q3 | $231K | Hold |
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|
2014
Q2 | $229K | Hold |
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|
2014
Q1 | $224K | Hold |
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|
2013
Q4 | $215K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $214K | Buy |
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