BBPWM
EVM

Blue Bell Private Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Blue Bell Private Wealth Management’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,400
Closed -$12.5K – 746
2025
Q2 		$12.5K Sell
1,400
-5,059
-78% -$45K ﹤0.01% 510
2025
Q1 		$59.9K Sell
6,459
-2,178
-25% -$20.4K 0.01% 360
2024
Q4 		$79.2K Buy
8,637
+7,400
+598% +$69.6K 0.02% 306
2024
Q3 		$11.9K Sell
1,237
-400
-24% -$3.85K ﹤0.01% 507
2024
Q2 		$15.6K Sell
1,637
-2,353
-59% -$22.1K ﹤0.01% 480
2024
Q1 		$37.7K Sell
3,990
-941
-19% -$8.78K 0.01% 388
2023
Q4 		$45.1K Buy
+4,931
New +$41.7K 0.01% 335

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HWAM
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AC
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