Carson Wealth (CWM LLC)’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-875
Closed -$9K 4252
2023
Q2
$9K Buy
875
+9
+1% +$93 ﹤0.01% 3126
2023
Q1
$9K Sell
866
-3
-0.3% -$31 ﹤0.01% 2998
2022
Q4
$9K Buy
869
+179
+26% +$1.85K ﹤0.01% 2838
2022
Q3
$7K Buy
690
+312
+83% +$3.17K ﹤0.01% 2885
2022
Q2
$4K Buy
378
+12
+3% +$127 ﹤0.01% 3064
2022
Q1
$4K Sell
366
-13
-3% -$142 ﹤0.01% 2908
2021
Q4
$5K Buy
+379
New +$5K ﹤0.01% 2703
2021
Q2
$6K Hold
404
﹤0.01% 2277
2021
Q1
$6K Hold
404
﹤0.01% 2277
2020
Q4
$6K Hold
404
﹤0.01% 2277
2020
Q3
$6K Hold
404
﹤0.01% 2277
2020
Q2
$6K Hold
404
﹤0.01% 2277
2020
Q1
$6K Hold
404
﹤0.01% 2277
2019
Q4
$6K Hold
404
﹤0.01% 2277
2019
Q3
$6K Hold
404
﹤0.01% 2277
2019
Q2
$6K Hold
404
﹤0.01% 2277
2019
Q1
$6K Sell
404
-596
-60% -$8.85K ﹤0.01% 2277
2018
Q4
$11K Buy
+1,000
New +$11K ﹤0.01% 1294