Personal Capital Advisors’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
Q4 | $1.19M | Buy |
21,297
+85
| +0.4% | +$4.77K | 0.01% | 231 |
|
|
2022
Q3 | $1.15M | Buy |
21,212
+695
| +3% | +$37.7K | 0.01% | 229 |
|
|
2022
Q2 | $1.16M | Buy |
20,517
+454
| +2% | +$25.6K | 0.01% | 227 |
|
|
2022
Q1 | $1.17M | Buy |
20,063
+1,201
| +6% | +$69.9K | 0.01% | 240 |
|
|
2021
Q4 | $1.18M | Sell |
18,862
-5,871
| -24% | -$367K | 0.01% | 257 |
|
|
2021
Q3 | $1.54M | Buy |
24,733
+1,394
| +6% | +$86.5K | 0.01% | 235 |
|
|
2021
Q2 | $1.46M | Sell |
23,339
-375
| -2% | -$23.5K | 0.01% | 239 |
|
|
2021
Q1 | $1.47M | Buy |
23,714
+7,560
| +47% | +$470K | 0.01% | 234 |
|
|
2020
Q4 | $1.02M | Sell |
16,154
-4,386
| -21% | -$276K | 0.01% | 248 |
|
|
2020
Q3 | $1.28M | Buy |
20,540
+6,660
| +48% | +$416K | 0.01% | 240 |
|
|
2020
Q2 | $863K | Sell |
13,880
-34
| -0.2% | -$2.11K | 0.01% | 232 |
|
|
2020
Q1 | $842K | Buy |
13,914
+344
| +3% | +$20.8K | 0.01% | 232 |
|
|
2019
Q4 | $831K | Buy |
13,570
+2,405
| +22% | +$147K | 0.01% | 239 |
|
|
2019
Q3 | $684K | Buy |
11,165
+1,089
| +11% | +$66.7K | 0.01% | 236 |
|
|
2019
Q2 | $611K | Buy |
10,076
+759
| +8% | +$46K | 0.01% | 232 |
|
|
2019
Q1 | $555K | Buy |
9,317
+1,738
| +23% | +$104K | 0.01% | 230 |
|
|
2018
Q4 | $443K | Sell |
7,579
-502
| -6% | -$29.3K | 0.01% | 235 |
|
|
2018
Q3 | $469K | Buy |
8,081
+1,931
| +31% | +$112K | 0.01% | 227 |
|
|
2018
Q2 | $360K | Buy |
6,150
+947
| +18% | +$55.4K | 0.01% | 227 |
|
|
2018
Q1 | $304K | Buy |
5,203
+734
| +16% | +$42.9K | ﹤0.01% | 222 |
|
|
2017
Q4 | $264K | Buy |
4,469
+337
| +8% | +$19.9K | ﹤0.01% | 212 |
|
|
2017
Q3 | $245K | Buy |
+4,132
| New | +$245K | ﹤0.01% | 206 |
|