Creative Planning’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
Q2 | – | Sell |
-2,311
| Closed | -$23K | – | 2270 |
|
|
2022
Q1 | $23K | Buy |
+2,311
| New | +$23K | ﹤0.01% | 2104 |
|
|
2017
Q3 | – | Sell |
-700
| Closed | -$8K | – | 2388 |
|
|
2017
Q2 | $8K | Hold |
700
| – | – | ﹤0.01% | 3689 |
|
|
2017
Q1 | $8K | Hold |
700
| – | – | ﹤0.01% | 3666 |
|
|
2016
Q4 | $8K | Hold |
700
| – | – | ﹤0.01% | 3613 |
|
|
2016
Q3 | $9K | Buy |
+700
| New | +$9K | ﹤0.01% | 3508 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$10K | – | 3354 |
|
|
2013
Q3 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 2454 |
|