Partnervest Advisory Services’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,336
| Closed | -$237K | – | 205 |
|
|
2016
Q2 | $237K | Buy |
+9,336
| New | +$237K | 0.12% | 174 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$2K | – | 958 |
|
|
2014
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 983 |
|
|
2014
Q1 | $2K | Sell |
100
-200
| -67% | -$4K | ﹤0.01% | 969 |
|
|
2013
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 722 |
|
|
2013
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 733 |
|
|
2013
Q2 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 679 |
|