Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,712
| Closed | -$219K | – | 475 |
|
|
2015
Q1 | $219K | Buy |
3,712
+190
| +5% | +$11.2K | 0.03% | 98 |
|
|
2014
Q4 | $207K | Hold |
3,522
| – | – | 0.03% | 42 |
|
|
2014
Q3 | $206K | Hold |
3,522
| – | – | 0.03% | 41 |
|
|
2014
Q2 | $204K | Sell |
3,522
-874
| -20% | -$50.6K | 0.03% | 41 |
|
|
2014
Q1 | $249K | Buy |
+4,396
| New | +$249K | 0.04% | 38 |
|