Signature Estate & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,342
| Closed | -$136K | – | 176 |
|
|
2016
Q2 | $136K | Sell |
5,342
-960
| -15% | -$24.4K | 0.02% | 147 |
|
|
2016
Q1 | $155K | Hold |
6,302
| – | – | 0.03% | 107 |
|
|
2015
Q4 | $153K | Buy |
6,302
+166
| +3% | +$4.03K | 0.03% | 107 |
|
|
2015
Q3 | $147K | Buy |
6,136
+418
| +7% | +$10K | 0.03% | 94 |
|
|
2015
Q2 | $135K | Sell |
5,718
-300
| -5% | -$7.08K | 0.03% | 82 |
|
|
2015
Q1 | $145K | Buy |
6,018
+30
| +0.5% | +$723 | 0.04% | 76 |
|
|
2014
Q4 | $143K | Buy |
5,988
+45
| +0.8% | +$1.08K | 0.05% | 71 |
|
|
2014
Q3 | $141K | Buy |
+5,943
| New | +$141K | 0.05% | 63 |
|