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Hall Private Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Hall Private Wealth Advisors’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		$461K Buy
8,402
+1,637
+24% +$89.8K 0.31% 30
2023
Q2 		$385K Hold
6,765
– – 0.21% 36
2023
Q1 		$388K Hold
6,765
– – 0.2% 43
2022
Q4 		$380K Hold
6,765
– – 0.22% 38
2022
Q3 		$367K Buy
+6,765
New +$367K 0.21% 32