Laidlaw Group’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $251K | Hold |
10,620
| – | – | 0.12% | 67 |
|
|
2015
Q1 | $256K | Buy |
10,620
+1,580
| +17% | +$38.1K | 0.12% | 68 |
|
|
2014
Q4 | $216K | Hold |
9,040
| – | – | 0.1% | 78 |
|
|
2014
Q3 | $215K | Hold |
9,040
| – | – | 0.11% | 75 |
|
|
2014
Q2 | $212K | Hold |
9,040
| – | – | 0.11% | 79 |
|
|
2014
Q1 | $207K | Buy |
+9,040
| New | +$207K | 0.11% | 79 |
|
|
2013
Q4 | – | Sell |
-9,040
| Closed | -$206K | – | 85 |
|
|
2013
Q3 | $206K | Buy |
+9,040
| New | +$206K | 0.12% | 79 |
|