Elm Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $976K | Hold |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.36M | Hold |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.28M | Hold |
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|
2018
Q4 | $1.26M | Buy |
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|
2018
Q3 | $227K | Hold |
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|
2018
Q2 | $229K | Buy |
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