Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Sell |
1,400
-5,059
| -78% | -$45.1K | ﹤0.01% | 510 |
|
|
2025
Q1 | $59.9K | Sell |
6,459
-2,178
| -25% | -$20.2K | 0.01% | 360 |
|
|
2024
Q4 | $79.2K | Buy |
8,637
+7,400
| +598% | +$67.9K | 0.02% | 305 |
|
|
2024
Q3 | $11.9K | Sell |
1,237
-400
| -24% | -$3.86K | ﹤0.01% | 507 |
|
|
2024
Q2 | $15.6K | Sell |
1,637
-2,353
| -59% | -$22.4K | ﹤0.01% | 480 |
|
|
2024
Q1 | $37.7K | Sell |
3,990
-941
| -19% | -$8.89K | 0.01% | 388 |
|
|
2023
Q4 | $45.1K | Buy |
+4,931
| New | +$45.1K | 0.01% | 335 |
|