EPG Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$35 | – | 415 |
|
|
2022
Q4 | $35 | Sell |
1
-4,290
| -100% | -$150K | ﹤0.01% | 378 |
|
|
2022
Q3 | $233K | Buy |
4,291
+20
| +0.5% | +$1.09K | 0.1% | 184 |
|
|
2022
Q2 | $241K | Buy |
4,271
+19
| +0.4% | +$1.07K | 0.1% | 183 |
|
|
2022
Q1 | $247K | Buy |
4,252
+12
| +0.3% | +$697 | 0.09% | 200 |
|
|
2021
Q4 | $264K | Buy |
4,240
+22
| +0.5% | +$1.37K | 0.09% | 191 |
|
|
2021
Q3 | $262K | Buy |
4,218
+15
| +0.4% | +$932 | 0.11% | 172 |
|
|
2021
Q2 | $263K | Buy |
+4,203
| New | +$263K | 0.11% | 165 |
|
|
2020
Q3 | – | Sell |
-4,133
| Closed | -$257K | – | 126 |
|
|
2020
Q2 | $257K | Buy |
4,133
+21
| +0.5% | +$1.31K | 0.18% | 117 |
|
|
2020
Q1 | $249K | Buy |
+4,112
| New | +$249K | 0.18% | 102 |
|