My Personal CFO LLC’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
2024 Q1	–	Sell	-10,000	Closed	-$579K	–	98
2023 Q4	$579K	Hold	10,000	–	–	0.38%	53
2023 Q3	$548K	Buy	+10,000	New	+$548K	0.44%	49