TriaGen Wealth Management’s First Trust California Municipal High income ETF FCAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
6,622
-3,261
| -33% | -$156K | 0.1% | 145 |
|
|
2025
Q1 | $480K | Sell |
9,883
-1,044
| -10% | -$50.7K | 0.17% | 111 |
|
|
2024
Q4 | $539K | Sell |
10,927
-1,057
| -9% | -$52.2K | 0.18% | 101 |
|
|
2024
Q3 | $601K | Sell |
11,984
-140
| -1% | -$7.03K | 0.2% | 98 |
|
|
2024
Q2 | $600K | Sell |
12,124
-168
| -1% | -$8.32K | 0.23% | 91 |
|
|
2024
Q1 | $610K | Sell |
12,292
-78
| -0.6% | -$3.87K | 0.25% | 85 |
|
|
2023
Q4 | $617K | Buy |
12,370
+437
| +4% | +$21.8K | 0.29% | 77 |
|
|
2023
Q3 | $564K | Buy |
11,933
+259
| +2% | +$12.2K | 0.29% | 81 |
|
|
2023
Q2 | $572K | Sell |
11,674
-43
| -0.4% | -$2.11K | 0.26% | 90 |
|
|
2023
Q1 | $577K | Sell |
11,717
-44
| -0.4% | -$2.17K | 0.29% | 87 |
|
|
2022
Q4 | $569K | Buy |
11,761
+2,096
| +22% | +$101K | 0.32% | 84 |
|
|
2022
Q3 | $453K | Buy |
+9,665
| New | +$453K | 0.25% | 94 |
|