Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,272
| Closed | -$204K | – | 963 |
|
|
2021
Q4 | $204K | Hold |
3,272
| – | – | 0.01% | 835 |
|
|
2021
Q3 | $203K | Hold |
3,272
| – | – | 0.01% | 814 |
|
|
2021
Q2 | $205K | Hold |
3,272
| – | – | 0.01% | 763 |
|
|
2021
Q1 | $203K | Hold |
3,272
| – | – | 0.01% | 608 |
|
|
2020
Q4 | $206K | Buy |
+3,272
| New | +$206K | 0.01% | 257 |
|