Twin Peaks Wealth Advisors’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 | $229K | Sell |
4,797
-10,205
| -68% | -$488K | 0.07% | 146 |
|
|
2025
Q1 | $717K | Sell |
15,002
-5,038
| -25% | -$241K | 0.33% | 66 |
|
|
2024
Q4 | $989K | Buy |
20,040
+6,401
| +47% | +$316K | 0.42% | 55 |
|
|
2024
Q3 | $684K | Buy |
13,639
+680
| +5% | +$34.1K | 0.32% | 63 |
|
|
2024
Q2 | $642K | Buy |
12,959
+4,888
| +61% | +$242K | 0.32% | 62 |
|
|
2024
Q1 | $401K | Sell |
8,071
-5,364
| -40% | -$266K | 0.22% | 79 |
|
|
2023
Q4 | $671K | Buy |
+13,435
| New | +$671K | 0.43% | 49 |
|