Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$58K | – | 2082 |
|
|
2017
Q1 | $58K | Hold |
1,000
| – | – | 0.01% | 836 |
|
|
2016
Q4 | $57K | Hold |
1,000
| – | – | 0.01% | 790 |
|
|
2016
Q3 | $60K | Buy |
1,000
+400
| +67% | +$24K | 0.01% | 748 |
|
|
2016
Q2 | $36K | Hold |
600
| – | – | 0.01% | 917 |
|
|
2016
Q1 | $35K | Buy |
+600
| New | +$35K | 0.01% | 911 |
|