OIWM
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OptiFour Integrated Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

OptiFour Integrated Wealth Management’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		$208K Hold
3,395
– – 0.14% 71
2019
Q3 		$208K Hold
3,395
– – 0.15% 70
2019
Q2 		$206K Hold
3,395
– – 0.14% 77
2019
Q1 		$202K Buy
+3,395
New +$202K 0.17% 49