Monterey Private Wealth’s First Trust California Municipal High income ETF FCAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,521
| Closed | -$281K | – | 107 |
|
|
2022
Q1 | $281K | Hold |
5,521
| – | – | 0.14% | 87 |
|
|
2021
Q4 | $302K | Hold |
5,521
| – | – | 0.15% | 82 |
|
|
2021
Q3 | $301K | Hold |
5,521
| – | – | 0.17% | 74 |
|
|
2021
Q2 | $304K | Hold |
5,521
| – | – | 0.17% | 76 |
|
|
2021
Q1 | $301K | Hold |
5,521
| – | – | 0.17% | 71 |
|
|
2020
Q4 | $299K | Hold |
5,521
| – | – | 0.17% | 65 |
|
|
2020
Q3 | $291K | Buy |
+5,521
| New | +$291K | 0.19% | 60 |
|