CWS
Cypress Wealth Services’s First Trust California Municipal High income ETF FCAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
4,319
+36
| +0.8% | +$1.73K | 0.04% | 299 |
|
|
2025
Q1 | $208K | Buy |
4,283
+33
| +0.8% | +$1.6K | 0.04% | 270 |
|
|
2024
Q4 | $210K | Hold |
4,250
| – | – | 0.04% | 262 |
|
|
2024
Q3 | $213K | Hold |
4,250
| – | – | 0.04% | 255 |
|
|
2024
Q2 | $210K | Hold |
4,250
| – | – | 0.05% | 238 |
|
|
2024
Q1 | $211K | Hold |
4,250
| – | – | 0.05% | 241 |
|
|
2023
Q4 | $212K | Buy |
+4,250
| New | +$212K | 0.05% | 228 |
|