JPLA
Joseph P. Lucia & Associates’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-400
| Closed | -$25K | – | 205 |
|
|
2021
Q3 | $25K | Hold |
400
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $25K | Hold |
400
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $25K | Hold |
400
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $25K | Buy |
+400
| New | +$25K | 0.02% | 247 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$25K | – | 149 |
|
|
2020
Q2 | $25K | Hold |
400
| – | – | 0.02% | 224 |
|
|
2020
Q1 | $24K | Hold |
400
| – | – | 0.03% | 215 |
|
|
2019
Q4 | $24K | Hold |
400
| – | – | 0.02% | 224 |
|
|
2019
Q3 | $25K | Hold |
400
| – | – | 0.03% | 225 |
|
|
2019
Q2 | $24K | Buy |
+400
| New | +$24K | 0.03% | 228 |
|