Retirement Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,539
| Closed | -$339K | – | 40 |
|
|
2019
Q4 | $339K | Sell |
5,539
-2,313
| -29% | -$142K | 0.16% | 38 |
|
|
2019
Q3 | $481K | Sell |
7,852
-796
| -9% | -$48.8K | 0.24% | 32 |
|
|
2019
Q2 | $525K | Sell |
8,648
-10
| -0.1% | -$607 | 0.26% | 32 |
|
|
2019
Q1 | $516K | Sell |
8,658
-5,048
| -37% | -$301K | 0.26% | 32 |
|
|
2018
Q4 | $801K | Sell |
13,706
-96
| -0.7% | -$5.61K | 0.45% | 27 |
|
|
2018
Q3 | $800K | Buy |
+13,802
| New | +$800K | 0.39% | 24 |
|