BWM
EIM

BerganKDV Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

BerganKDV Wealth Management’s Portfolio EIM Stock Details EIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-656
Closed -$6K – 1062
2022
Q3 		$6K Buy
+656
New +$7K ﹤0.01% 647

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BerganKDV Wealth Management's EIM Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2022, closing a stake of 656 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in EIM in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 137 funds tracked by Wall St. Rank hold EIM as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 656 Eaton Vance Municipal Bond Fund shares in Q4 2022, an estimated $6K.
  • BerganKDV Wealth Management first reported a position in Eaton Vance Municipal Bond Fund in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Eaton Vance Municipal Bond Fund position peaked at $6K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.