Titus Wealth Management’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
Q2 | $366K | Buy |
6,484
+15
| +0.2% | +$847 | 0.18% | 90 |
|
|
2022
Q1 | $376K | Buy |
6,469
+8
| +0.1% | +$465 | 0.17% | 94 |
|
|
2021
Q4 | $403K | Buy |
6,461
+16
| +0.2% | +$998 | 0.18% | 90 |
|
|
2021
Q3 | $400K | Buy |
6,445
+12
| +0.2% | +$745 | 0.21% | 81 |
|
|
2021
Q2 | $403K | Buy |
6,433
+13
| +0.2% | +$814 | 0.22% | 77 |
|
|
2021
Q1 | $399K | Sell |
6,420
-210
| -3% | -$13.1K | 0.23% | 73 |
|
|
2020
Q4 | $417K | Buy |
6,630
+17
| +0.3% | +$1.07K | 0.26% | 73 |
|
|
2020
Q3 | $413K | Buy |
6,613
+13
| +0.2% | +$812 | 0.29% | 62 |
|
|
2020
Q2 | $410K | Buy |
6,600
+16
| +0.2% | +$994 | 0.32% | 60 |
|
|
2020
Q1 | $398K | Buy |
6,584
+10
| +0.2% | +$604 | 0.38% | 52 |
|
|
2019
Q4 | $403K | Buy |
6,574
+20
| +0.3% | +$1.23K | 0.4% | 56 |
|
|
2019
Q3 | $402K | Buy |
6,554
+15
| +0.2% | +$920 | 0.37% | 52 |
|
|
2019
Q2 | $397K | Buy |
6,539
+2,009
| +44% | +$122K | 0.39% | 51 |
|
|
2019
Q1 | $270 | Buy |
4,530
+3
| +0.1% | – | 0.24% | 79 |
|
|
2018
Q4 | $264 | Buy |
4,527
+8
| +0.2% | – | 0.23% | 75 |
|
|
2018
Q3 | $262K | Hold |
4,519
| – | – | 0.23% | 77 |
|
|
2018
Q2 | $265K | Hold |
4,519
| – | – | 0.28% | 68 |
|
|
2018
Q1 | $264K | Buy |
+4,519
| New | +$264K | 0.25% | 61 |
|