KWA
KCS Wealth Advisory’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,703
| Closed | -$505K | – | 153 |
|
|
2018
Q3 | $505K | Sell |
8,703
-7,669
| -47% | -$445K | 0.47% | 94 |
|
|
2018
Q2 | $958K | Sell |
16,372
-3,945
| -19% | -$231K | 0.89% | 29 |
|
|
2018
Q1 | $1.19M | Buy |
20,317
+1,725
| +9% | +$101K | 1.08% | 15 |
|
|
2017
Q4 | $1.1M | Buy |
+18,592
| New | +$1.1M | 1.06% | 15 |
|