HCR WEALTH ADVISORS – iShares California Muni Bond ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$1.22M
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-3.97%
quarter
iShares California Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.79% | -180 shares | -60K | $54.22 | 22.49K |
| Q2 2022 | share | Decrease | -8.17% | -2.01K shares | -157K | $56.46 | 22.67K |
| Q1 2022 | share | Increase | +6.24% | 1.45K shares | -12K | $58.18 | 24.69K |
| Q4 2021 | share | Decrease | -4.64% | -1.13K shares | -64K | $62.3 | 23.24K |
| Q3 2021 | share | Decrease | -1.44% | -357 shares | -36K | $61.83 | 24.37K |
| Q2 2021 | share | Decrease | -4.87% | -1.26K shares | -66K | $62.14 | 24.72K |
| Q1 2021 | share | Increase | +6.38% | 1.55K shares | 80K | $61.4 | 25.99K |
| Q4 2020 | share | Increase | +5.98% | 1.37K shares | 98K | $61.93 | 24.43K |
| Q3 2020 | share | Increase | +12.90% | 2.63K shares | 170K | $61.15 | 23.06K |
| Q2 2020 | share | Increase | +3.70% | 728 shares | 75K | $60.66 | 20.42K |
| Q1 2020 | share | Decrease | -0.46% | -91 shares | -20K | $58.76 | 19.69K |
| Q4 2019 | share | Increase | +19.00% | 3.15K shares | 193K | $59.26 | 19.78K |
| Q3 2019 | share | Increase | +2.46% | 400 shares | 35K | $58.92 | 16.63K |
| Q2 2019 | share | Decrease | -10.97% | -2K shares | -102K | $58.01 | 16.23K |
| Q1 2019 | share | Increase | +1.05% | 190 shares | 32K | $56.71 | 18.23K |
| Q4 2018 | share | Decrease | -4.09% | -770 shares | -24K | $55.41 | 18.04K |
| Q3 2018 | share | Increase | +2.90% | 530 shares | 8K | $54.56 | 18.81K |
| Q2 2018 | share | 0.00% | 0 shares | 3K | $54.79 | 18.28K | |
| Q1 2018 | share | Decrease | -3.69% | -700 shares | -56K | $54.34 | 18.28K |
| Q4 2017 | share | Decrease | -2.57% | -500 shares | -31K | $54.87 | 18.98K |
| Q3 2017 | share | Increase | +0.88% | 170 shares | 18K | $54.59 | 19.48K |
| Q2 2017 | share | Decrease | -2.03% | -400 shares | -10K | $53.93 | 19.31K |
| Q1 2017 | share | Decrease | -2.95% | -600 shares | -27K | $53.02 | 19.71K |
| Q4 2016 | share | Increase | 0.00% | 20.31K shares | 1.17M | $52.44 | 20.31K |