MWS
Maxwell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $383K | Buy |
6,682
+44
| +0.7% | +$2.52K | 0.16% | 89 |
|
|
2024
Q3 | $381K | Hold |
6,638
| – | – | 0.16% | 86 |
|
|
2024
Q2 | $378K | Hold |
6,638
| – | – | 0.19% | 83 |
|
|
2024
Q1 | $374K | Buy |
6,638
+39
| +0.6% | +$2.2K | 0.19% | 86 |
|
|
2023
Q4 | $382K | Buy |
+6,599
| New | +$382K | 0.25% | 70 |
|