Forum Financial 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
Q4 | – | Sell |
-4,862
| Closed | -$267K | – | 693 |
|
|
2023
Q3 | $267K | Buy |
4,862
+1,062
| +28% | +$58.2K | 0.01% | 461 |
|
|
2023
Q2 | $216K | Hold |
3,800
| – | – | ﹤0.01% | 584 |
|
|
2023
Q1 | $218K | Hold |
3,800
| – | – | 0.01% | 524 |
|
|
2022
Q4 | $213K | Hold |
3,800
| – | – | 0.01% | 531 |
|
|
2022
Q3 | $206K | Hold |
3,800
| – | – | 0.01% | 489 |
|
|
2022
Q2 | $215K | Hold |
3,800
| – | – | 0.01% | 487 |
|
|
2022
Q1 | $221K | Hold |
3,800
| – | – | 0.01% | 525 |
|
|
2021
Q4 | $237K | Buy |
+3,800
| New | +$237K | 0.01% | 534 |
|