Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$30K | – | 767 |
|
|
2019
Q1 | $30K | Hold |
500
| – | – | ﹤0.01% | 1106 |
|
|
2018
Q4 | $29K | Hold |
500
| – | – | ﹤0.01% | 1061 |
|
|
2018
Q3 | $29K | Hold |
500
| – | – | ﹤0.01% | 1162 |
|
|
2018
Q2 | $29K | Hold |
500
| – | – | ﹤0.01% | 1165 |
|
|
2018
Q1 | $29K | Hold |
500
| – | – | ﹤0.01% | 1171 |
|
|
2017
Q4 | $30K | Hold |
500
| – | – | ﹤0.01% | 1191 |
|
|
2017
Q3 | $30K | Hold |
500
| – | – | ﹤0.01% | 1159 |
|
|
2017
Q2 | $29K | Buy |
+500
| New | +$29K | ﹤0.01% | 1130 |
|