Willow Creek Wealth 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
Q2 | – | Sell |
-6,158
| Closed | -$358K | – | 126 |
|
|
2022
Q1 | $358K | Hold |
6,158
| – | – | 0.07% | 79 |
|
|
2021
Q4 | $384K | Hold |
6,158
| – | – | 0.08% | 75 |
|
|
2021
Q3 | $382K | Hold |
6,158
| – | – | 0.08% | 68 |
|
|
2021
Q2 | $386K | Buy |
6,158
+400
| +7% | +$25.1K | 0.09% | 69 |
|
|
2021
Q1 | $358K | Hold |
5,758
| – | – | 0.13% | 56 |
|
|
2020
Q4 | $362K | Buy |
+5,758
| New | +$362K | 0.14% | 53 |
|