Parker Investment Management’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 |
-30,893
| Closed | -$1.94M | – | 40 |
|
|
2020
Q4 | $1.94M | Sell |
30,893
-31,568
| -51% | -$1.98M | 0.33% | 22 |
|
|
2020
Q3 | $3.9M | Sell |
62,461
-13,339
| -18% | -$832K | 0.86% | 16 |
|
|
2020
Q2 | $4.71M | Buy |
+75,800
| New | +$4.71M | 1.13% | 10 |
|
|
2020
Q1 | – | Sell |
-27,299
| Closed | -$1.67M | – | 29 |
|
|
2019
Q4 | $1.67M | Sell |
27,299
-426
| -2% | -$26.1K | 0.41% | 22 |
|
|
2019
Q3 | $1.7M | Sell |
27,725
-9,820
| -26% | -$602K | 0.51% | 23 |
|
|
2019
Q2 | $2.28M | Buy |
37,545
+14,178
| +61% | +$860K | 0.7% | 20 |
|
|
2019
Q1 | $1.39M | Buy |
+23,367
| New | +$1.39M | 0.43% | 20 |
|