Creative Planning BLACKROCK MUNIYIELD CALIF QU Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
SELL
N/A
-16,501 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
180 Added 1.1%
16,501 $262,000
Q3 2021

Nov 10, 2021
BUY
N/A
2,300 Added 16.4%
16,321 $259,000
Q2 2021

Aug 04, 2021
SELL
N/A
-3,000 Reduced 17.63%
14,021 $221,000
Q1 2021

Apr 30, 2021
SELL
N/A
-1,200 Reduced 6.59%
17,021 $251,000
Q1 2020

May 05, 2020
SELL
N/A
-683 Reduced 3.61%
18,221 $247,000
Q1 2019

Apr 24, 2019
BUY
N/A
18,904 New
18,904 $255,000
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