Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+3,846
| New | +$214K | 0.01% | 933 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$62K | – | 927 |
|
|
2021
Q1 | $62K | Hold |
1,000
| – | – | ﹤0.01% | 1557 |
|
|
2020
Q4 | $63K | Hold |
1,000
| – | – | ﹤0.01% | 1311 |
|
|
2020
Q3 | $62K | Hold |
1,000
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q2 | $62K | Hold |
1,000
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q1 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 983 |
|
|
2019
Q4 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q3 | $61K | Buy |
+1,000
| New | +$61K | 0.01% | 949 |
|