Alethea Capital Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.1K | Hold |
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|
2025
Q1 | $98.8K | Hold |
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|
2024
Q4 | $97.7K | Hold |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $97.5K | Hold |
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|
2023
Q3 | $86.5K | Sell |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $113K | Sell |
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|
2022
Q3 | $116K | Hold |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $136K | Hold |
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|
2021
Q4 | $158K | Hold |
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|
2021
Q3 | $162K | Hold |
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|
2021
Q2 | $162K | Hold |
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|
2021
Q1 | $158K | Hold |
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|
2020
Q4 | $160K | Hold |
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|
2020
Q3 | $154K | Hold |
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|
2020
Q2 | $151K | Hold |
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|
2020
Q1 | $143K | Hold |
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|
2019
Q4 | $153K | Hold |
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|
2019
Q3 | $154K | Hold |
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|
2019
Q2 | $150K | Sell |
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|
2019
Q1 | $148K | Hold |
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|
2018
Q4 | $138K | Sell |
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|
2018
Q3 | $148K | Sell |
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|
2018
Q2 | $183K | Sell |
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|
2018
Q1 | $182K | Sell |
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|
2017
Q4 | $420K | Sell |
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|
2017
Q3 | $456K | Hold |
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|
2017
Q2 | $440K | Hold |
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|
2017
Q1 | $430K | Hold |
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|
2016
Q4 | $431K | Hold |
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|
2016
Q3 | $513K | Sell |
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|
2016
Q2 | $592K | Sell |
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|
2016
Q1 | $997K | Sell |
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|
2015
Q4 | $999K | Sell |
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|
2015
Q3 | $966K | Hold |
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|
2015
Q2 | $938K | Hold |
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|
2015
Q1 | $999K | Hold |
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|
2014
Q4 | $978K | Buy |
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