Pure Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-28,849
| Closed | -$696K | – | 73 |
|
|
2015
Q1 | $696K | Sell |
28,849
-405
| -1% | -$9.77K | 0.23% | 29 |
|
|
2014
Q4 | $697K | Hold |
29,254
| – | – | 0.24% | 29 |
|
|
2014
Q3 | $695K | Buy |
29,254
+8,771
| +43% | +$208K | 0.26% | 27 |
|
|
2014
Q2 | $480K | Buy |
20,483
+7,929
| +63% | +$186K | 0.18% | 39 |
|
|
2014
Q1 | $288K | Hold |
12,554
| – | – | 0.12% | 44 |
|
|
2013
Q4 | $275K | Buy |
+12,554
| New | +$275K | 0.12% | 46 |
|