WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-600
| Closed | -$34.8K | – | 483 |
|
|
2023
Q4 | $34.8K | Buy |
+600
| New | +$34.8K | 0.01% | 378 |
|
|
2020
Q4 | – | Sell |
-60
| Closed | -$4K | – | 305 |
|
|
2020
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 365 |
|
|
2020
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 307 |
|
|
2020
Q1 | $4K | Buy |
60
+35
| +140% | +$2.33K | ﹤0.01% | 241 |
|
|
2019
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 268 |
|