AWM
EIM
Axxcess Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,456
| Closed | -$212K | – | 876 |
|
|
2024
Q1 | $212K | Sell |
20,456
-400
| -2% | -$4.14K | 0.01% | 796 |
|
|
2023
Q4 | $211K | Hold |
20,856
| – | – | 0.01% | 766 |
|
|
2023
Q3 | $187K | Buy |
20,856
+400
| +2% | +$3.58K | 0.01% | 746 |
|
|
2023
Q2 | $204K | Hold |
20,456
| – | – | 0.01% | 546 |
|
|
2023
Q1 | $213K | Hold |
20,456
| – | – | 0.02% | 572 |
|
|
2022
Q4 | $213K | Hold |
20,456
| – | – | 0.02% | 545 |
|
|
2022
Q3 | $198K | Hold |
20,456
| – | – | 0.02% | 502 |
|
|
2022
Q2 | $219K | Hold |
20,456
| – | – | 0.02% | 477 |
|
|
2022
Q1 | $235K | Hold |
20,456
| – | – | 0.02% | 534 |
|
|
2021
Q4 | $278K | Buy |
+20,456
| New | +$278K | 0.02% | 491 |
|