AE Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,281
| Closed | -$201K | – | 1380 |
|
|
2023
Q4 | $201K | Buy |
20,281
+402
| +2% | +$3.98K | ﹤0.01% | 1885 |
|
|
2023
Q3 | $178K | Hold |
19,879
| – | – | ﹤0.01% | 1799 |
|
|
2023
Q2 | $198K | Sell |
19,879
-5,034
| -20% | -$50.1K | ﹤0.01% | 1751 |
|
|
2023
Q1 | $259K | Sell |
24,913
-1,342
| -5% | -$14K | ﹤0.01% | 1617 |
|
|
2022
Q4 | $273K | Buy |
26,255
+1,021
| +4% | +$10.6K | ﹤0.01% | 1538 |
|
|
2022
Q3 | $244K | Buy |
25,234
+374
| +2% | +$3.62K | ﹤0.01% | 1549 |
|
|
2022
Q2 | $266K | Sell |
24,860
-1,870
| -7% | -$20K | ﹤0.01% | 1482 |
|
|
2022
Q1 | $307K | Buy |
26,730
+3,280
| +14% | +$37.7K | ﹤0.01% | 1404 |
|
|
2021
Q4 | $318K | Hold |
23,450
| – | – | ﹤0.01% | 1424 |
|
|
2021
Q3 | $314K | Hold |
23,450
| – | – | ﹤0.01% | 1342 |
|
|
2021
Q2 | $321K | Hold |
23,450
| – | – | ﹤0.01% | 1315 |
|
|
2021
Q1 | $312K | Hold |
23,450
| – | – | ﹤0.01% | 1233 |
|
|
2020
Q4 | $319K | Buy |
23,450
+2,052
| +10% | +$27.9K | ﹤0.01% | 1115 |
|
|
2020
Q3 | $282K | Buy |
21,398
+5,983
| +39% | +$78.8K | ﹤0.01% | 1058 |
|
|
2020
Q2 | $196K | Buy |
+15,415
| New | +$196K | ﹤0.01% | 1158 |
|