Eagle Ridge Investment Management’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
2016
Q2
$275K Buy
2016
Q1
$262K Buy
2015
Q4
$241K Sell
2015
Q3
$255K Buy