Eagle Ridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $398K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $628K | Hold |
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|
2023
Q1 | $633K | Sell |
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|
2022
Q4 | $626K | Hold |
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|
2022
Q3 | $605K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | $332K | Hold |
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|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $328K | Hold |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $349K | Buy |
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|
2019
Q3 | $337K | Hold |
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|
2019
Q2 | $334K | Sell |
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|
2019
Q1 | $329K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $304K | Buy |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $296K | Buy |
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|
2017
Q4 | $297K | Buy |
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|
2017
Q3 | $276K | Buy |
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|
2017
Q2 | $232K | Buy |
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|
2017
Q1 | $211K | Hold |
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|
2016
Q4 | $209K | Sell |
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|
2016
Q3 | $220K | Buy |
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