GKWIM
CXA

Gerber Kawasaki Wealth & Investment Management’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Gerber Kawasaki Wealth & 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
-12,772
Closed -$324K – 98
2016
Q2 		$324K Buy
12,772
+140
+1% +$3.55K 0.2% 70
2016
Q1 		$311K Sell
12,632
-275
-2% -$6.77K 0.21% 63
2015
Q4 		$313K Buy
+12,907
New +$313K 0.21% 63