CAM
EVM
Concorde Asset Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,000
| Closed | -$106K | – | 186 |
|
|
2024
Q3 | $106K | Sell |
11,000
-2,000
| -15% | -$19.3K | 0.06% | 172 |
|
|
2024
Q2 | $124K | Buy |
13,000
+2,500
| +24% | +$23.8K | 0.08% | 159 |
|
|
2024
Q1 | $99.2K | Hold |
10,500
| – | – | 0.07% | 134 |
|
|
2023
Q4 | $96.1K | Buy |
10,500
+500
| +5% | +$4.58K | 0.07% | 158 |
|
|
2023
Q3 | $81.2K | Hold |
10,000
| – | – | 0.07% | 140 |
|
|
2023
Q2 | $89K | Buy |
+10,000
| New | +$89K | 0.08% | 126 |
|