Traverso Chambers Private Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.22M | Hold |
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2023
Q3 | $1.16M | Hold |
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2023
Q2 | $1.2M | Buy |
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2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.14M | Hold |
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|
2022
Q3 | $1.1M | Hold |
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|
2022
Q2 | $1.15M | Hold |
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|
2022
Q1 | $1.19M | Hold |
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|
2021
Q4 | $1.27M | Hold |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $1.16M | Hold |
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|
2019
Q1 | $1.14M | Sell |
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|
2018
Q4 | $1.39M | Buy |
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