Peninsula Wealth’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $875K | Sell |
|
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $908K | Buy |
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|
2023
Q1 | $805K | Buy |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $1.06M | Sell |
|
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $789K | Sell |
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|
2021
Q1 | $1.13M | Buy |
|