Fortitude Financial, LLC CMF Holdings History
Number of Shares
7,552.00
Current Holdings Value*
$425,030.00
% of Portfolio
0.4%
Total Estimate Gain
$-15,690.20
% of Total Estimate Gain
-3.62%
Fortitude Financial, LLC's iShares California Muni Bond ETF Holding Summary
As of 2025-03-31, Fortitude Financial, LLC held 7,552.00 shares of iShares California Muni Bond ETF(CMF), totaling $425,030.00. This investment constitutes 0.4% of their stock portfolio, and Fortitude Financial, LLC now holds 0.01% of the outstanding iShares California Muni Bond ETF(CMF) stock.
The initial trade took place in 2024Q4. And since then Fortitude Financial, LLC has made 1 purchases of CMF, at an average price of $57.33, for a total of 7,552.00 shares. Based on historical transaction data and CMF's current price of $55.25, Fortitude Financial, LLC's estimated gain on his CMF holdings is $-15,690.20, reflecting a -3.62% gain to date.
Fortitude Financial, LLC CMF ($55.25) Holding Chart
Fortitude Financial, LLC CMF ($55.25) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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