Ackerman Capital Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,139
| Closed | -$122K | – | 108 |
|
|
2022
Q4 | $122K | Buy |
+14,139
| New | +$122K | 0.03% | 106 |
|
|
2021
Q3 | – | Sell |
-16,292
| Closed | -$195K | – | 123 |
|
|
2021
Q2 | $195K | Buy |
+16,292
| New | +$195K | 0.05% | 115 |
|
|
2020
Q1 | – | Sell |
-32,002
| Closed | -$360K | – | 118 |
|
|
2019
Q4 | $360K | Buy |
+32,002
| New | +$360K | 0.11% | 130 |
|
|
2019
Q2 | – | Sell |
-14,185
| Closed | -$150 | – | 167 |
|
|
2019
Q1 | $150 | Buy |
+14,185
| New | +$150 | ﹤0.01% | 155 |
|