TCPWM
Traverso Chambers Private Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.22M | Hold |
21,079
| – | – | 0.3% | 45 |
|
|
2023
Q3 | $1.16M | Hold |
21,079
| – | – | 0.31% | 42 |
|
|
2023
Q2 | $1.2M | Buy |
21,079
+347
| +2% | +$19.8K | 0.32% | 43 |
|
|
2023
Q1 | $1.19M | Buy |
20,732
+358
| +2% | +$20.6K | 0.33% | 41 |
|
|
2022
Q4 | $1.14M | Hold |
20,374
| – | – | 0.33% | 43 |
|
|
2022
Q3 | $1.11M | Hold |
20,374
| – | – | 0.34% | 43 |
|
|
2022
Q2 | $1.15M | Hold |
20,374
| – | – | 0.38% | 39 |
|
|
2022
Q1 | $1.19M | Hold |
20,374
| – | – | 0.35% | 40 |
|
|
2021
Q4 | $1.27M | Hold |
20,374
| – | – | 0.38% | 38 |
|
|
2021
Q3 | $1.27M | Buy |
20,374
+3
| +0% | +$186 | 0.39% | 36 |
|
|
2021
Q2 | $1.28M | Buy |
20,371
+4
| +0% | +$251 | 0.4% | 33 |
|
|
2021
Q1 | $1.27M | Buy |
20,367
+50
| +0.2% | +$3.11K | 0.43% | 33 |
|
|
2020
Q4 | $1.28M | Buy |
20,317
+165
| +0.8% | +$10.4K | 0.46% | 31 |
|
|
2020
Q3 | $1.26M | Buy |
20,152
+4
| +0% | +$250 | 0.49% | 30 |
|
|
2020
Q2 | $1.25M | Buy |
20,148
+299
| +2% | +$18.6K | 0.53% | 29 |
|
|
2020
Q1 | $1.2M | Sell |
19,849
-31
| -0.2% | -$1.88K | 0.57% | 29 |
|
|
2019
Q4 | $1.22M | Buy |
19,880
+411
| +2% | +$25.2K | 0.52% | 31 |
|
|
2019
Q3 | $1.19M | Buy |
19,469
+408
| +2% | +$25K | 0.57% | 28 |
|
|
2019
Q2 | $1.16M | Hold |
19,061
| – | – | 0.56% | 29 |
|
|
2019
Q1 | $1.14M | Sell |
19,061
-4,755
| -20% | -$283K | 0.56% | 29 |
|
|
2018
Q4 | $1.39M | Buy |
+23,816
| New | +$1.39M | 0.75% | 23 |
|