Mount Yale Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,692
| Closed | -$232K | – | 415 |
|
|
2020
Q4 | $232K | Sell |
3,692
-18
| -0.5% | -$1.13K | 0.03% | 351 |
|
|
2020
Q3 | $231K | Sell |
3,710
-56
| -1% | -$3.49K | 0.03% | 305 |
|
|
2020
Q2 | $234K | Buy |
3,766
+11
| +0.3% | +$683 | 0.04% | 288 |
|
|
2020
Q1 | $227K | Buy |
3,755
+8
| +0.2% | +$484 | 0.05% | 260 |
|
|
2019
Q4 | $233K | Sell |
3,747
-373
| -9% | -$23.2K | 0.04% | 295 |
|
|
2019
Q3 | $251K | Buy |
+4,120
| New | +$251K | 0.04% | 281 |
|