Insight Wealth Strategies’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,723
| Closed | -$225K | – | 170 |
|
|
2020
Q1 | $225K | Sell |
3,723
-2,156
| -37% | -$130K | 0.06% | 135 |
|
|
2019
Q4 | $360K | Buy |
5,879
+1,314
| +29% | +$80.5K | 0.08% | 158 |
|
|
2019
Q3 | $280K | Buy |
4,565
+23
| +0.5% | +$1.41K | 0.07% | 158 |
|
|
2019
Q2 | $275K | Buy |
+4,542
| New | +$275K | 0.07% | 140 |
|