ERIM
CXA

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

Eagle Ridge Investment Management’s Portfolio CXA Stock Details CXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10,820
Closed -$275K – 135
2016
Q2 		$275K Buy
10,820
+200
+2% +$5.08K 0.06% 108
2016
Q1 		$262K Buy
10,620
+700
+7% +$17.3K 0.06% 106
2015
Q4 		$241K Sell
9,920
-700
-7% -$17K 0.06% 111
2015
Q3 		$255K Buy
+10,620
New +$255K 0.07% 102