Creative Planning’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Creative Planning’s Portfolio EIM Stock Details EIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-12,859	Closed	-$171K	–	2090
2021 Q1	$171K	Hold	12,859	–	–	﹤0.01%	2093
2020 Q4	$175K	Buy	12,859 +1,379	+12%	+$18.8K	﹤0.01%	1904
2020 Q3	$151K	Buy	+11,480	New	+$151K	﹤0.01%	1724
2020 Q1	–	Sell	-11,384	Closed	-$147K	–	1783
2019 Q4	$147K	Sell	11,384 -1,449	-11%	-$18.7K	﹤0.01%	1693
2019 Q3	$166K	Buy	12,833 +1,853	+17%	+$24K	﹤0.01%	1635
2019 Q2	$136K	Buy	10,980 +340	+3%	+$4.21K	﹤0.01%	1694
2019 Q1	$132K	Buy	+10,640	New	+$132K	﹤0.01%	1647
2018 Q3	–	Sell	-13,334	Closed	-$157K	–	1948
2018 Q2	$157K	Buy	13,334 +334	+3%	+$3.93K	﹤0.01%	1674
2018 Q1	$154K	Hold	13,000	–	–	﹤0.01%	1655
2017 Q4	$163K	Sell	13,000 -2,000	-13%	-$25.1K	﹤0.01%	1652
2017 Q3	$190K	Sell	15,000 -11,917	-44%	-$151K	﹤0.01%	1603
2017 Q2	$342K	Buy	26,917 +8,124	+43%	+$103K	﹤0.01%	1198
2017 Q1	$236K	Buy	18,793 +650	+4%	+$8.16K	﹤0.01%	1385
2016 Q4	$225K	Sell	18,143 -4,255	-19%	-$52.8K	﹤0.01%	1344
2016 Q3	$305K	Buy	22,398 +2,152	+11%	+$29.3K	﹤0.01%	1164
2016 Q2	$287K	Hold	20,246	–	–	﹤0.01%	1075
2016 Q1	$269K	Buy	20,246 +1,138	+6%	+$15.1K	﹤0.01%	1061
2015 Q4	$248K	Buy	19,108 +965	+5%	+$12.5K	﹤0.01%	1075
2015 Q3	$227K	Hold	18,143	–	–	﹤0.01%	1118
2015 Q2	$221K	Hold	18,143	–	–	﹤0.01%	838
2015 Q1	$234K	Sell	18,143 -350	-2%	-$4.51K	﹤0.01%	1104
2014 Q4	$237K	Buy	18,493 +8,631	+88%	+$111K	﹤0.01%	1028
2014 Q3	$123K	Hold	9,862	–	–	﹤0.01%	1332
2014 Q2	$123K	Sell	9,862 -1,000	-9%	-$12.5K	﹤0.01%	1299
2014 Q1	$129K	Buy	10,862 +1,000	+10%	+$11.9K	﹤0.01%	1233
2013 Q4	$111K	Buy	9,862 +9,501	+2,632%	+$107K	﹤0.01%	1141
2013 Q3	$4K	Sell	361 -3,366	-90%	-$37.3K	﹤0.01%	2793
2013 Q2	$45K	Buy	+3,727	New	+$45K	﹤0.01%	1442