WealthSource Partners’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $8.82M | Sell |
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|
2023
Q1 | $9.89M | Sell |
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|
2022
Q4 | $9.73M | Sell |
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|
2022
Q3 | $14.9M | Buy |
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|
2022
Q2 | $2.54M | Buy |
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|
2022
Q1 | $2.28M | Sell |
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|
2021
Q4 | $2.58M | Sell |
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|
2021
Q3 | $2.9M | Sell |
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|
2021
Q2 | $2.95M | Sell |
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|
2021
Q1 | $3.13M | Buy |
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|
2020
Q4 | $2.88M | Sell |
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|
2020
Q3 | $2.96M | Buy |
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|
2020
Q2 | $2.88M | Buy |
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|
2020
Q1 | $2.6M | Sell |
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|
2019
Q4 | $3.84M | Sell |
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|
2019
Q3 | $4.22M | Sell |
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|
2019
Q2 | $4.33M | Sell |
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|
2019
Q1 | $4.41M | Buy |
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|
2018
Q4 | $4.16M | Buy |
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|
2018
Q3 | $4.12M | Sell |
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|
2018
Q2 | $4.17M | Buy |
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|
2018
Q1 | $4.04M | Buy |
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|
2017
Q4 | $3.85M | Sell |
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|
2017
Q3 | $4.25M | Sell |
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|
2017
Q2 | $4.23M | Buy |
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|
2017
Q1 | $3.54M | Buy |
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|
2016
Q4 | $2.07M | Sell |
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|
2016
Q3 | $2.18M | Buy |
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|
2016
Q2 | $2.16M | Sell |
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|
2016
Q1 | $2.14M | Buy |
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