HBW Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,978
| Closed | -$225K | – | 236 |
|
|
2022
Q2 | $225K | Buy |
3,978
+172
| +5% | +$9.73K | 0.06% | 204 |
|
|
2022
Q1 | $221K | Buy |
3,806
+34
| +0.9% | +$1.97K | 0.08% | 199 |
|
|
2021
Q4 | $235K | Buy |
3,772
+3
| +0.1% | +$187 | 0.05% | 230 |
|
|
2021
Q3 | $234K | Buy |
3,769
+241
| +7% | +$15K | 0.06% | 221 |
|
|
2021
Q2 | $221K | Sell |
3,528
-1,634
| -32% | -$102K | 0.06% | 226 |
|
|
2021
Q1 | $321K | Buy |
5,162
+1
| +0% | +$62 | 0.09% | 182 |
|
|
2020
Q4 | $324K | Buy |
5,161
+417
| +9% | +$26.2K | 0.1% | 157 |
|
|
2020
Q3 | $296K | Buy |
4,744
+34
| +0.7% | +$2.12K | 0.12% | 143 |
|
|
2020
Q2 | $293K | Buy |
+4,710
| New | +$293K | 0.14% | 141 |
|
|
2020
Q1 | – | Sell |
-3,425
| Closed | -$211K | – | 111 |
|
|
2019
Q4 | $211K | Buy |
+3,425
| New | +$211K | 0.12% | 130 |
|