Creative Planning’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Hold |
11,882
| – | – | ﹤0.01% | 3226 |
|
|
2025
Q1 | $198K | Hold |
11,882
| – | – | ﹤0.01% | 3068 |
|
|
2024
Q4 | $196K | Hold |
11,882
| – | – | ﹤0.01% | 2969 |
|
|
2024
Q3 | $213K | Hold |
11,882
| – | – | ﹤0.01% | 2784 |
|
|
2024
Q2 | $200K | Hold |
11,882
| – | – | ﹤0.01% | 2660 |
|
|
2024
Q1 | $197K | Hold |
11,882
| – | – | ﹤0.01% | 2561 |
|
|
2023
Q4 | $201K | Hold |
11,882
| – | – | ﹤0.01% | 2424 |
|
|
2023
Q3 | $193K | Hold |
11,882
| – | – | ﹤0.01% | 2245 |
|
|
2023
Q2 | $206K | Buy |
11,882
+500
| +4% | +$8.68K | ﹤0.01% | 2184 |
|
|
2023
Q1 | $201K | Buy |
+11,382
| New | +$201K | ﹤0.01% | 2115 |
|
|
2017
Q3 | – | Sell |
-3,802
| Closed | -$83K | – | 2359 |
|
|
2017
Q2 | $83K | Hold |
3,802
| – | – | ﹤0.01% | 2112 |
|
|
2017
Q1 | $82K | Hold |
3,802
| – | – | ﹤0.01% | 2072 |
|
|
2016
Q4 | $79K | Hold |
3,802
| – | – | ﹤0.01% | 2011 |
|
|
2016
Q3 | $89K | Hold |
3,802
| – | – | ﹤0.01% | 1913 |
|
|
2016
Q2 | $88K | Hold |
3,802
| – | – | ﹤0.01% | 1743 |
|
|
2016
Q1 | $85K | Buy |
3,802
+1,241
| +48% | +$27.7K | ﹤0.01% | 1716 |
|
|
2015
Q4 | $55K | Hold |
2,561
| – | – | ﹤0.01% | 2016 |
|
|
2015
Q3 | $53K | Buy |
+2,561
| New | +$53K | ﹤0.01% | 1991 |
|
|
2015
Q2 | – | Sell |
-2,561
| Closed | -$54K | – | 1585 |
|
|
2015
Q1 | $54K | Hold |
2,561
| – | – | ﹤0.01% | 1963 |
|
|
2014
Q4 | $54K | Buy |
2,561
+2,061
| +412% | +$43.5K | ﹤0.01% | 1946 |
|
|
2014
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 2892 |
|
|
2014
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 2804 |
|
|
2014
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 2701 |
|
|
2013
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 2604 |
|
|
2013
Q3 | $9K | Sell |
500
-1,500
| -75% | -$27K | ﹤0.01% | 2498 |
|
|
2013
Q2 | $39K | Buy |
+2,000
| New | +$39K | ﹤0.01% | 1510 |
|