White Lighthouse Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,000
| Closed | -$226K | – | 106 |
|
|
2022
Q2 | $226K | Sell |
4,000
-250
| -6% | -$14.1K | 0.06% | 104 |
|
|
2022
Q1 | $247K | Sell |
4,250
-2,326
| -35% | -$135K | 0.06% | 104 |
|
|
2021
Q4 | $410K | Buy |
6,576
+167
| +3% | +$10.4K | 0.1% | 85 |
|
|
2021
Q3 | $398K | Hold |
6,409
| – | – | 0.11% | 85 |
|
|
2021
Q2 | $401K | Buy |
+6,409
| New | +$401K | 0.11% | 85 |
|