NewEdge Wealth’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
-12,800
Closed -$742K 805
2023
Q4
$742K Sell
12,800
-1,425
-10% -$82.6K 0.02% 441
2023
Q3
$780K Buy
+14,225
New +$780K 0.02% 392