GWS
Glassman Wealth Services’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,223
| Closed | -$297K | – | 2010 |
|
|
2023
Q2 | $297K | Hold |
5,223
| – | – | 0.05% | 121 |
|
|
2023
Q1 | $300K | Hold |
5,223
| – | – | 0.05% | 118 |
|
|
2022
Q4 | $293K | Hold |
5,223
| – | – | 0.05% | 127 |
|
|
2022
Q3 | $283K | Hold |
5,223
| – | – | 0.06% | 108 |
|
|
2022
Q2 | $295K | Hold |
5,223
| – | – | 0.06% | 117 |
|
|
2022
Q1 | $304K | Sell |
5,223
-5,223
| -50% | -$304K | 0.06% | 120 |
|
|
2021
Q4 | $651K | Buy |
+10,446
| New | +$651K | 0.12% | 66 |
|