LGWM
Litman Gregory Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,727
| Closed | -$482K | – | 57 |
|
|
2021
Q4 | $482K | Sell |
7,727
-1,977
| -20% | -$123K | 0.08% | 57 |
|
|
2021
Q3 | $602K | Buy |
9,704
+9,099
| +1,504% | +$564K | 0.11% | 49 |
|
|
2021
Q2 | $605 | Sell |
605
-8,741
| -94% | -$8.74K | 0.11% | 48 |
|
|
2021
Q1 | $581K | Sell |
9,346
-341
| -4% | -$21.2K | 0.11% | 46 |
|
|
2020
Q4 | $609K | Buy |
9,687
+918
| +10% | +$57.7K | 0.11% | 45 |
|
|
2020
Q3 | $547K | Sell |
8,769
-560
| -6% | -$34.9K | 0.11% | 45 |
|
|
2020
Q2 | $580K | Buy |
9,329
+482
| +5% | +$30K | 0.13% | 45 |
|
|
2020
Q1 | $535K | Sell |
8,847
-8,465
| -49% | -$512K | 0.13% | 39 |
|
|
2019
Q4 | $1.06M | Buy |
17,312
+1,973
| +13% | +$121K | 0.24% | 32 |
|
|
2019
Q3 | $940K | Buy |
15,339
+970
| +7% | +$59.4K | 0.23% | 32 |
|
|
2019
Q2 | $871K | Buy |
14,369
+3,025
| +27% | +$183K | 0.23% | 33 |
|
|
2019
Q1 | $676K | Buy |
11,344
+509
| +5% | +$30.3K | 0.18% | 35 |
|
|
2018
Q4 | $633K | Buy |
10,835
+1,412
| +15% | +$82.5K | 0.19% | 36 |
|
|
2018
Q3 | $546K | Hold |
9,423
| – | – | 0.18% | 35 |
|
|
2018
Q2 | $552K | Buy |
9,423
+4,449
| +89% | +$261K | 0.22% | 28 |
|
|
2018
Q1 | $290K | Hold |
4,974
| – | – | 0.12% | 30 |
|
|
2017
Q4 | $294 | Buy |
4,974
+2,487
| +100% | +$147 | 0.09% | 27 |
|
|
2017
Q3 | $295K | Hold |
2,487
| – | – | 0.14% | 26 |
|
|
2017
Q2 | $293K | Hold |
2,487
| – | – | 0.17% | 22 |
|
|
2017
Q1 | $289K | Hold |
2,487
| – | – | 0.18% | 24 |
|
|
2016
Q4 | $287K | Hold |
2,487
| – | – | 0.19% | 21 |
|
|
2016
Q3 | $300K | Hold |
2,487
| – | – | 0.22% | 20 |
|
|
2016
Q2 | $304K | Hold |
2,487
| – | – | 0.24% | 19 |
|
|
2016
Q1 | $297K | Hold |
2,487
| – | – | 0.23% | 20 |
|
|
2015
Q4 | $294K | Buy |
+2,487
| New | +$294K | 0.21% | 21 |
|