Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,532
| Closed | -$90K | – | 1500 |
|
|
2022
Q3 | $90K | Hold |
10,532
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q2 | $98K | Hold |
10,532
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q1 | $106K | Hold |
10,532
| – | – | ﹤0.01% | 892 |
|
|
2021
Q4 | $122K | Hold |
10,532
| – | – | ﹤0.01% | 972 |
|
|
2021
Q3 | $126K | Hold |
10,532
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $126K | Hold |
10,532
| – | – | ﹤0.01% | 690 |
|
|
2021
Q1 | $123K | Hold |
10,532
| – | – | ﹤0.01% | 678 |
|
|
2020
Q4 | $124K | Buy |
+10,532
| New | +$124K | ﹤0.01% | 625 |
|