Westshore Wealth’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
2023 Q4	–	Sell	-5,321	Closed	-$292K	–	98
2023 Q3	$292K	Buy	5,321 +54	+1%	+$2.96K	0.16%	52
2023 Q2	$300K	Buy	5,267 +20	+0.4%	+$1.14K	0.15%	63
2023 Q1	$301K	Buy	5,247 +27	+0.5%	+$1.55K	0.16%	69
2022 Q4	$293K	Buy	+5,220	New	+$293K	0.17%	72