Total Clarity 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
Q1 | – | Sell |
-42
| Closed | -$3K | – | 336 |
|
2021
Q4 | $3K | Buy |
42
+1
| +2% | +$71 | ﹤0.01% | 871 |
|
2021
Q3 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 885 |
|
2021
Q2 | – | Sell |
-41
| Closed | -$3K | – | 287 |
|
2021
Q1 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 748 |
|
2020
Q1 | – | Sell |
-40
| Closed | -$2K | – | 177 |
|
2019
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 647 |
|